Articles

How long does it typically take for my Mutual Fund investment to reflect in my portfolio on Lakshmishree?

The time taken for a Mutual Fund investment to reflect in your Lakshmishree portfolio depends on the cut-off time and mode of payment used.

Investing in Mutual Fund
How can I track the status of my Mutual Fund investments?

Lakshmishree provides a simple way to track all Mutual Fund transactions on its platform.

Investing in Mutual Fund
What is the applicable NAV for my Mutual Fund investment?

The Net Asset Value (NAV) applicable to a Mutual Fund purchase depends on the time of payment realisation and the cut-off time set by SEBI.

Investing in Mutual Fund
I received a confirmation SMS/email from the AMC, but the Mutual Funds are not showing in my portfolio. Why?

Sometimes, the AMC sends a confirmation SMS/email before updating Lakshmishree's system.

Investing in Mutual Fund
Why do some funds allow only SIP or lump sum investments?

Some Mutual Fund Schemes Restrict investments to only SIP or only Lump Sum due to:

Investing in Mutual Fund
What does "Top-Up" of investments mean?

A Top-Up in Mutual Funds allows investors to increase their existing investment amount in a scheme. It helps in:

Investing in Mutual Fund
What is a Folio Number, and where can I find it on Lakshmishree?

A Folio Number is a Unique Identifier assigned by the AMC to track an investor's Mutual Fund holdings within a scheme.

Investing in Mutual Fund
What documents are needed to open a Lakshmishree account (HUF - Hindu Undivided Family)?

HUF (Hindu Undivided Family) accounts at Lakshmishree cannot be opened online through the website.

Lakshmishree Account Opening
What documents are needed to open a Lakshmishree Joint Demat Account?

Joint demat accounts at Lakshmishree cannot be opened online through the website.

Lakshmishree Account Opening
What documents are needed to open a Lakshmishree Corporate Demat and Trading Account?

Corporate accounts at Lakshmishree cannot be opened online through the website.

Lakshmishree Account Opening