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Other Services

Single Folio Account Statement

If you have registered an email address in your folio, you can obtain a PDF Account Statement at your registered email address.

Get Account Statements

Generate Account Statement

Please enter the following details and generate your Account Statement:

  • Select AMC name from dropdown list (Shriram Mutual Fund)
  • Type your Folio Number, e.g., 108169 (optional)
  • Write your registered Email ID (Mandatory)
  • Type your PAN (optional)
  • Select Delivery Option from dropdown list
  • Type password of your own choice
  • Re-enter the above password
  • Press SUBMIT button and get Account Statement in your registered email address
For Single Folio Account Statement
Click here
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PAN Based Service Request

Please send the filled-up form to the RTA Location

Click here
Multiple Bank A/C Reg. Form

Please send the filled-up form to the RTA Location

Click here
Nomination Form

Please send the filled-up form to the RTA Location

Click here
KYC Application Form

Please send the filled-up form to the RTA Location

Click here
SOP for Centralized Demise information

Please send the filled-up form to the RTA Location

Click here
Note: For mutual fund units held in demat form

The statement of holding of the beneficiary account holder for units held in demat will be sent by the respective DPs periodically.

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