InstaSwitch: Switch your Regular funds to Direct plan

  • Save upto 1.5% in commissions on Direct plans

  • Completely paperless process

  • Download Finity app to switch now!

What is Finity’s InstaSwitch?

If you have invested in regular mutual funds (with commissions) in the past, you can switch into Direct Plans (with 0% commissions to generate upto 1.5% higher returns).

The InstaSwitch option on the Finity app enables you to switch from regular to direct mutual funds. The entire process in paperless and just takes 2 minutes to get it done.


How to use InstaSwitch?

InstaSwitch: Switch your Regular funds to Direct Plans

Start InstaSwitch

Login into Finity app. Then click on “InstaSwitch” option.

Understand the InstaSwitch Process

Our app walks you through the entire InstaSwitch process.

InstaSwitch: Switch your Regular funds to Direct Plans
InstaSwitch: Switch your Regular funds to Direct Plans

Input your PAN & Email

Enter PAN (Permanent Account Number) & email address

Forward CAS to Finity

Check your email inbox for Consolidated Account Statement (CAS) on your email based on your PAN (Permanent Account Number). Forward the email to ask@finity.in

After some time, you will receive an intimation from us so that you can track & transact in your portfolio through the Finity app.

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More features that help you invest

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ZERO COMMISSIONS & NO FEES

Invest in Direct Mutual funds, with 0% commissions and No Fees.

5

PORTFOLIO REBALANCING

Get your risk covered by periodically balancing your portfolio.

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SMART RECOMMENDATION ENGINE

Our engine recommends funds which have outperformed market based on scientific financial models & historical market data.

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ADVANCED RESEARCH REPORTS

Get access to superior, advance and smart fund reports.

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PORTFOLIO ALERTS ON THE GO!

Remain in touch with your portfolio, and make wise decisions with portfolio alerts.