Mobile Investment Manager
Mobile Investment Manager is an alternate mode of accepting transactions from investors of BSLAMC through mobile phones. All one needs to do is register for the facility by filling up the registration form and the ECS Debit / Standing Instructions mandate form.
This will enable existing investors to initiate requests towards:
Investor fills up the registration form and submits it at the nearest BSLAMC or CAMS Investor Service Center. Visit the branch locator
Registration process and debit mandate verification is performed. This takes up to 25 days to complete.
3.1 For all successful registrations mChek sends a message to the registered mobile number, for the investor to install the application on the phone.
3.2 The investor, after installation, starts the mChek client application and select a 6-digit numeric mChek PIN (the same will be used to authorize all transactions using mChek).
3.3 Investor receives a welcome note, clicks on "Accept" for the T&C, Registration is complete
1. Portfolio Information
Step 1 – After launching the application the investor goes to the mchekMall and selects Mutual Funds and thereafter selects 'Birla Sun Life Mutual Fund'.
Step 2 – Investor selects 'Portfolio Information' and chooses the folio
Step 3 - Waits till the transaction is processing and confirmation is displayed on the screen
Step 4 - Enter mChekPIN to confirm the transaction. On successful completion the investor will receive sms with the portfolio details.
2.0 Purchases
Common Steps
Step 2 - Investor selects "Purchase" menu option and selects the Folio to transact after accepting the terms and conditions.
2.01 For Lumpsum Investment
Step 3 – Investor selects the scheme and indicates the intent to make a Lumpsum investment and enters the amount.
Step 4 – The investor selects or enters the broker details. Waits till the transaction is processing and confirmation is displayed on the screen.
Step 5 – Enters mChekPIN to confirm the transaction. On successful completion the investor will receive sms confirmation giving complete details of the transaction.
2.02 SIP Investment Step 1 & 2 – The same as mentioned under the Lumpsum Investment transaction flow. Step 3 – Investor selects the scheme and indicates the intent to make an SIP investment.
Step 4 – The investor selects / enters the SIP Date, No. of Installments, Amount and Broker details.
Step 5 – Waits till the transaction is processing and confirmation is displayed on the screen
Step 6 – Enters mChekPIN to confirm the transaction. On successful completion the investor will receive a confirmation on sms giving complete details of the transaction.
3. Switches
Step 2 – Indicates the intent to Switch existing investments and selects the folio and switch-out scheme after accepting the terms and conditions.
Step 3 – Selects the quantity (units) or amount that is to be switched
Step 4 – Selects the Switch In Scheme particulars
Step 6 - Enters mChekPIN to confirm the transaction. On successful completion the investor will receive a confirmation on sms giving complete details of the transaction.
4. Redemption
Step 2 - Indicates the intent to redeem existing investments and selects the folio and scheme
Step 3 – Selects the quantity (units) or amount that is to be redeemed or selects All Units
Step 4 – Waits till the transaction is processing and confirmation is displayed on the screen
Step 5 – Enters mChekPIN to confirm the transaction. On successful completion the investor will receive a confirmation on sms giving complete details of the transaction.
To download the Mobile Investment Transaction Manual click here.