Non-Financial Transactions in Mutual Funds on Learn with Akhilesh Gururani /tags/non-financial-transactions-in-mutual-funds/ Recent content in Non-Financial Transactions in Mutual Funds on Learn with Akhilesh Gururani 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 Beyond the Nomination: Navigating Succession in Mutual Fund Portfolios /posts/mf-sid-s9-13-q01-legal-succession-and-inheritance-laws/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s9-13-q01-legal-succession-and-inheritance-laws/ Legal succession and inheritance laws. Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Managing the Transition: From Minor Folio to Independent Investor /posts/mf-sid-s9-13-q04-minor-account-management-regulations/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s9-13-q04-minor-account-management-regulations/ Minor account management regulations. Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Mastering KYC Updates: Beyond Simple Data Entry /posts/mf-sid-s9-13-q02-kyc-update-procedures/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s9-13-q02-kyc-update-procedures/ KYC update procedures. Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Mastering Loan-to-Value Ratios for Mutual Fund Unit Pledging /posts/mf-sid-s9-13-q03-bank-loan-to-value-ltv-ratios-on-mutual-funds/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s9-13-q03-bank-loan-to-value-ltv-ratios-on-mutual-funds/ Bank loan-to-value (LTV) ratios on mutual funds. Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Navigating Dematerialization: A Guide for Mutual Fund Distributors /posts/mf-sid-s9-13-q06-dematerialization-process-mechanics/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s9-13-q06-dematerialization-process-mechanics/ Dematerialization process mechanics. Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Navigating Multi-Nominee Mandates in Mutual Fund Portfolios /posts/mf-sid-s9-13-q05-multi-nominee-rules/ Wed, 22 Jul 2026 00:00:00 +0000 /posts/mf-sid-s9-13-q05-multi-nominee-rules/ Multi-nominee rules. Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Demat vs Physical Holdings: Operational Realities for Mutual Fund Distributors /posts/mf-dist-s9-13-q13-demat-vs-physical-holdings/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-13-q13-demat-vs-physical-holdings/ Demat vs Physical holdings Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Managing Bank Account Updates: The MFD's Operational Responsibility /posts/mf-dist-s9-13-q12-bank-account-change-procedures/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-13-q12-bank-account-change-procedures/ Bank account change procedures Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Managing Multiple Bank Accounts: Operational Precision for Mutual Fund Distributors /posts/mf-dist-s9-13-q07-multiple-bank-account-registration/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-13-q07-multiple-bank-account-registration/ Multiple bank account registration Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Mastering Asset Transmission: Securing Client Legacies Beyond Nomination /posts/mf-dist-s9-13-q09-transmission-requirements/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-13-q09-transmission-requirements/ Transmission requirements Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Mastering Asset Transmission: Securing Your Client’s Financial Legacy /posts/mf-dist-s9-13-q03-transmission-of-units/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-13-q03-transmission-of-units/ Transmission of units Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Mastering KYC Compliance: The Bedrock of Client Transitions /posts/mf-dist-s9-13-q06-kyc-compliance-requirements/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-13-q06-kyc-compliance-requirements/ KYC compliance requirements Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Mastering KYC Standards: The Foundation of Compliant Distribution /posts/mf-dist-s9-13-q08-kyc-documentation-standards/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-13-q08-kyc-documentation-standards/ KYC documentation standards Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Mastering Nomination Protocols for Multi-Nominee Folios /posts/mf-dist-s9-13-q02-nomination-requirements-for-multiple-nominees/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-13-q02-nomination-requirements-for-multiple-nominees/ Nomination requirements for multiple nominees Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Mastering the KYC Lifecycle for Seamless Client Service /posts/mf-dist-s9-13-q10-kyc-processes/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-13-q10-kyc-processes/ KYC processes Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Mastering the Transmission Process: A Guide for Mutual Fund Distributors /posts/mf-dist-s9-13-q01-transmission-of-units-process/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-13-q01-transmission-of-units-process/ Transmission of units process Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Navigating Investor Incapacity: A Practical Guide for MFDs /posts/mf-dist-s9-13-q11-incapacitated-investor-protocols/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-13-q11-incapacitated-investor-protocols/ Incapacitated investor protocols Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Navigating Lien and Pledge Transactions in Mutual Fund Portfolios /posts/mf-dist-s9-13-q04-lien-enforcement/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-13-q04-lien-enforcement/ Lien enforcement Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Navigating Nomination Rights and Eligibility for Mutual Fund Folios /posts/mf-dist-s9-13-q14-nomination-eligibility/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-13-q14-nomination-eligibility/ Nomination eligibility Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Navigating Re-materialization: Bringing Mutual Fund Units Back to Physical Folios /posts/mf-dist-s9-13-q17-procedures-for-re-materialization-of-demat-units/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-13-q17-procedures-for-re-materialization-of-demat-units/ Procedures for re-materialization of demat units. Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Navigating the Mandatory Nomination Mandate for Mutual Fund Investors /posts/mf-dist-s9-13-q15-nomination-regulatory-updates/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-13-q15-nomination-regulatory-updates/ Nomination regulatory updates Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Navigating Transmission of Units Without a Nominee in Mutual Funds /posts/mf-dist-s9-13-q16-transmission-of-units-when-no-nomination-is-present/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-13-q16-transmission-of-units-when-no-nomination-is-present/ Transmission of units when no nomination is present. Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds. Simplifying Client Portfolios Through Dematerialization /posts/mf-dist-s9-13-q05-benefits-of-demat/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/mf-dist-s9-13-q05-benefits-of-demat/ Benefits of demat Companion read for Section 9.13 — Non-Financial Transactions in Mutual Funds.