Convert existing Direct SIP from AMC to coin

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.

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