Appreciate Wealth

Mutual Fund - FAQ 35

• What are mutual funds?
• How can I invest in mutual funds?
• I have a minor PAN card. Am I eligible for investments in mutual funds?
• I am confused. How do I select the right mutual fund?
• What is the difference between a regular and direct mutual fund?

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VKYC Training Docs 8

• VKYC Script
• VKYC Guidelines
• SOP - Video KYC Agent
• VKYC Objection Handling
• SOP - Video KYC Operations

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Onboarding 2.0 Process 6

• 2.0 | ANS >> MF Onboarding
• VKYC Rejected >> MF Redirection
• 2.0 | Customer chose only MF
• 2.0 | Customer chose only U.S Stocks
• 2.0 | Customer chose both MF & U.S stocks

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Old / Discontinue docx 8

• IFA First Email Content
• IFA Follow up email
• IFA Calling Script
• Email for Direct to Customer information sharing
• Mail to NC Customer "App Onboarding"

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