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How to Start Investing ?

Generally, a beginner investor finds the mutual fund investing process a little complicated. We try to make things simple for all aspiring investors, through our hassle-free Onboarding process.

Please understand few key documents which are required to get On Boarded for opening a Mutual Fund trading account:


  • You need to complete a KYC process, if not done yet. Please check here, if your KYC OK or not.

    • you can complete your KYC Online from our Mobile app- "Idea Investments". Simply install the app and enter our ARN Number 21823 to proceed with
    • you will be required to upload the picture of your PAN Card, Address proof and a signature on plain paper to complete our Video KYC verified with Adhaar based OTP (Please check this Demo Video )

  • If your already a KYC or have complete your Video KYC , then you can create the transaction account from our Mobile app or Website in 3 simple steps ( Pl check the Demo Video)

Investing in a Mutual fund is very easy and quick :

  • Login/register at our website or mobile app
  • You can Start with any amount (as low as 500)
  • You can select out of many options – Low Risk to Very High Risk products, like- Liquid Funds, Debt Funds, Sector Funds etc.
  • You can invest in Lumpsum or Start monthly investments (SIP) through Auto Debit Creation.
  • Just create an Online Transaction account on our integrated platform of India’s recognized exchange. You can start investing. No requirement of D-Mat.

Watch Demo Video for Investing through our Mobile App :

This video will show you step to step guide for investing in mutual funds through our mobile application. You can create you account by simply putting your mobile no. and rest process will follow

Download our Mobile App (Android): "Idea Investments"
Download our Mobile App (IOS): "Fund Connect"

Watch Demo Video for investing through our Website:

This video will show you step to step guide for investing in mutual funds through our website. You can create you account by simply putting your email and other details to proceed .

Click to create your account on our website: Sign up

Want to learn more about Mutual Funds ?

Join us for Online webinar or knowledge sessions being conducted regularly :

We are a AMFI ( Association of Mutual Fund in India) registered MF Distributor vide ARN : 21823. We provide investment advice to our clients, incidental to our primary activity.You can check the list of all mutual funds where we are acting as a distributor – fundlist.

We do not charge any advisory fees or transaction fees – directly or indirectly, because we earn commission from the funds which we distribute. You can check the commission disclosure sheet here at Commission Disclosure Although we take our best attempt to ensure the suitability of the product being sold to you, but the same may not always be in the best of your interest.