/tags/financial-transactions-with-mutual-funds/ Recent content in Financial Transactions With Mutual Funds on Learn with Akhilesh Gururani /images/papermod-cover.png /images/papermod-cover.png Hugo -- 0.147.7 en 2026 Learn with Akhilesh Gururani Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s9-8-q08-folio-maintenance-and-closure-rules/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s9-8-q08-folio-maintenance-and-closure-rules/ Folio maintenance and closure rules. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-sid-s9-8-q11-liquidity-management-in-liquid-schemes/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s9-8-q11-liquidity-management-in-liquid-schemes/ Liquidity management in Liquid schemes. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-sid-s9-8-q12-folio-kyc-and-maintenance/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s9-8-q12-folio-kyc-and-maintenance/ Folio KYC and maintenance. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-sid-s9-8-q10-otm-registration-timelines-and-bank-verification/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s9-8-q10-otm-registration-timelines-and-bank-verification/ OTM registration timelines and bank verification. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-sid-s9-8-q07-payment-mechanism-regulations-for-mutual-funds/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s9-8-q07-payment-mechanism-regulations-for-mutual-funds/ Payment mechanism regulations for mutual funds. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-sid-s9-8-q04-aml-pmla-guidelines-for-cash-transactions/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s9-8-q04-aml-pmla-guidelines-for-cash-transactions/ AML/PMLA guidelines for cash transactions. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-sid-s9-8-q09-e-wallet-compliance-and-aml-norms/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s9-8-q09-e-wallet-compliance-and-aml-norms/ E-wallet compliance and AML norms. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-sid-s9-8-q02-exit-load-impact-on-nav/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s9-8-q02-exit-load-impact-on-nav/ Exit Load impact on NAV. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-sid-s9-8-q01-cut-off-times-and-nav-applicability-for-switches/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s9-8-q01-cut-off-times-and-nav-applicability-for-switches/ Cut-off times and NAV applicability for switches. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-sid-s9-8-q05-nfo-process-and-allotment-timelines/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s9-8-q05-nfo-process-and-allotment-timelines/ NFO process and allotment timelines. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-sid-s9-8-q03-kyc-requirements-for-third-party-payments/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s9-8-q03-kyc-requirements-for-third-party-payments/ KYC requirements for third-party payments. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-sid-s9-8-q06-demat-vs-physical-unit-record-keeping/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s9-8-q06-demat-vs-physical-unit-record-keeping/ Demat vs. Physical unit record keeping. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q22-calculation-of-units-based-on-a-specified-redemption-amount/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q22-calculation-of-units-based-on-a-specified-redemption-amount/ Calculation of units based on a specified redemption amount. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q12-cyber-security-in-finance/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q12-cyber-security-in-finance/ Cyber security in finance. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q02-nav-calculation-logic/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q02-nav-calculation-logic/ NAV calculation logic. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q09-nfo-allotment-process/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q09-nfo-allotment-process/ NFO allotment process. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q25-applicability-of-exit-loads-to-iaf/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q25-applicability-of-exit-loads-to-iaf/ Applicability of Exit Loads to IAF. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q30-cybersecurity-best-practices-for-investors/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q30-cybersecurity-best-practices-for-investors/ Cybersecurity best practices for investors. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q16-impact-of-conflicting-data-on-existing-folios/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q16-impact-of-conflicting-data-on-existing-folios/ Impact of conflicting data on existing folios. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q15-change-of-bank-mandate-procedures/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q15-change-of-bank-mandate-procedures/ Change of bank mandate procedures. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q31-understanding-the-procedure-for-change-of-bank-mandate-and-registration-of-multiple-bank-accounts/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q31-understanding-the-procedure-for-change-of-bank-mandate-and-registration-of-multiple-bank-accounts/ Understanding the procedure for change of bank mandate and registration of multiple bank accounts. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q10-liquid-fund-operational-risks/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q10-liquid-fund-operational-risks/ Liquid fund operational risks. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q26-minimum-balance-requirements-across-different-schemes/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q26-minimum-balance-requirements-across-different-schemes/ Minimum balance requirements across different schemes. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q23-asba-procedures-vs-cheque-based-applications/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q23-asba-procedures-vs-cheque-based-applications/ ASBA procedures vs. cheque-based applications. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q01-kyc-documentation-requirements/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q01-kyc-documentation-requirements/ KYC documentation requirements. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q06-nach-mandate-processing/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q06-nach-mandate-processing/ NACH mandate processing. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q14-sip-operational-rules/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q14-sip-operational-rules/ SIP operational rules. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q07-kyc-process/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q07-kyc-process/ KYC process. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q19-aml-guidelines-regarding-cash-investments/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q19-aml-guidelines-regarding-cash-investments/ AML guidelines regarding cash investments. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q18-procedure-for-changing-updating-bank-account-details-in-a-folio/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q18-procedure-for-changing-updating-bank-account-details-in-a-folio/ Procedure for changing/updating bank account details in a folio. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q13-capital-gains-taxation/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q13-capital-gains-taxation/ Capital gains taxation. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q11-joint-holding-rules/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q11-joint-holding-rules/ Joint holding rules. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q20-kyc-requirements-for-digital-payments/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q20-kyc-requirements-for-digital-payments/ KYC requirements for digital payments. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q05-minimum-investment-requirements/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q05-minimum-investment-requirements/ Minimum investment requirements. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q17-role-of-depositories-in-mutual-fund-transactions/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q17-role-of-depositories-in-mutual-fund-transactions/ Role of Depositories in mutual fund transactions. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q08-taxation-of-nri-investments/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q08-taxation-of-nri-investments/ Taxation of NRI investments. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q21-processing-time-for-otm-registration/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q21-processing-time-for-otm-registration/ Processing time for OTM registration. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q28-taxation-of-nri-mutual-fund-redemptions/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q28-taxation-of-nri-mutual-fund-redemptions/ Taxation of NRI mutual fund redemptions. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q24-documentation-required-for-third-party-payments/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q24-documentation-required-for-third-party-payments/ Documentation required for Third-Party payments. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q27-security-of-offline-mobile-banking/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q27-security-of-offline-mobile-banking/ Security of offline mobile banking. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q04-tax-implications-of-switching/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q04-tax-implications-of-switching/ Tax implications of switching. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q29-regulatory-rationale-behind-restricting-payment-modes/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q29-regulatory-rationale-behind-restricting-payment-modes/ Regulatory rationale behind restricting payment modes. Companion read for Section 9.8 — Financial Transactions with Mutual Funds. /posts/mf-dist-s9-8-q03-anti-money-laundering-aml-guidelines/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-8-q03-anti-money-laundering-aml-guidelines/ Anti-Money Laundering (AML) guidelines. Companion read for Section 9.8 — Financial Transactions with Mutual Funds.