Movement of MF from Paytm Money to Coin

Zerodha Coin - Direct MF
1

Hello,

I have 4 MFs set up on Paytm Money but I want to transfer them to Coin to get the collateral benefits which I cannot get currently through Paytm Money.

The MFs worth is around 14 lacs and I mostly do option selling. Can you please suggest me the best way to do it?

Thanks

2

Arpit, there are multiple modes through which you can transfer the mutual fund units to Coin, depending on which mode you’re holding them in. You can check the process here:

3

Hi Shubh,

Thanks for your response.

However, I have checked and found that my MF are in SOA form and Paytm doesn’t supports MF in Demat form. Will I be able to move them?

4

You can. If your Mutual fund investments are not in Demat form then you will have to de-materialize it to move it to Coin. You can check the process here:

1 Like
5

Thanks again, Shubh

Do I have to send the forms to Bangalore and can I digitally fill the form and send the printouts to Zerodha?

6

You will have to courier these documents to our office.

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7

And one last query, nothing is required from Paytm in this process?

Thanks again