Transfer of Mutual Funds - RTA mode

Zerodha Coin - Direct MF
1

Hi,

I would like to know is it possible to transfer Mutual Funds held online in RTA mode (not Demat mode) to another Demat a/c ?

At present I hold a few MF’s in RTA mode, I can view the same online in my other broker’s a/c.

Hope my query is clear, look forward to your inputs

2

You’ll have to de-materialize the investments. This is essentially converting the units in non-demat to demat. If you want to transfer it into Coin, we’ve explained it here.

P.S, there are quite a few advantages in holding units in Demat mode, you can read them here.

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