Other Services

Single Folio Account Statement

If you have registered an email address in your folio, you can obtain a PDF Account Statement at your registered email address.

Get Account Statements

Generate Account Statement

Please enter the following details and generate your Account Statement:

Select AMC name from dropdown list (Shriram Mutual Fund)
Type your Folio Number, e.g., 108169 (optional)
Write your registered Email ID (Mandatory)
Type your PAN (optional)
Select Delivery Option from dropdown list
Type password of your own choice
Re-enter the above password
Press SUBMIT button and get Account Statement in your registered email address

For Single Folio Account Statement

Click Here

PAN Based Service Request
Please send the filled-up form to the RTA Location
Click here
Multiple Bank A/C Reg. Form
Please send the filled-up form to the RTA Location
Click here
Nomination Form
Please send the filled-up form to the RTA Location
Click here
KYC Application Form
Please send the filled-up form to the RTA Location
Click here
SOP for Centralized Demise information
Please send the filled-up form to the RTA Location
Click here

Note: For mutual fund units held in demat form
The statement of holding of the beneficiary account holder for units held in demat will be sent by the respective DPs periodically.

Other Services

Single Folio Account Statement

Generate Account Statement

Please enter the following details and generate your Account Statement:

For Single Folio Account Statement

PAN Based Service Request

Multiple Bank A/C Reg. Form

Nomination Form

KYC Application Form

SOP for Centralized Demise information

Any questions? Talk to us.