Hi,
I have an existing SIP in ‘Quantum Long term Equity’ purchased on AMC website. Can this be converted to DMAT and managed on ZERODHA platform. As would like to track and manage investment on one platform.
As per AMC, ZERODHA can convert an existing online folio to DMAT folio. Please suggest the process for the same.
Thanks and Regards,
Your MF units must be dematerialized first and added to your Demat account. After this, it has to be added manually to Coin. This is quite a process. Please write to ‘[email protected]’ with this query and they’ll guide you with the process.
@kumartj Tarun thanks for the query. I also have the same intent and requirement. Would you like to post the ‘process’ as received from the support team? I also have MF units in Non-Demat form.
You have to first convert your MF units to Demat form. You require using the MF Demat Request form for this. It’s available on the resources page > Change request forms.
Courier your MF certificates along with the filled + signed MF Demat request form to Zerodha HO address below.
#153/154 4th Cross Dollars Colony,
Opp. Clarence Public School,
J.P Nagar 4th Phase,
Bangalore - 560078
Once your units are added to Demat, then you can have them added to Coin by providing the details mentioned below in a mail to ‘[email protected]’
Scheme name :
Units :
Folio :
Average NAV :
These units will then reflect on Coin. You can then continue investing in these mutual funds on Coin.
Once the new Q is up, you’ll have an option to enter the above details on Q itself for the transferred funds in order for it to be added to Coin.