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?
Login into Finity app. Then click on “InstaSwitch” option.
Understand the InstaSwitch Process
Our app walks you through the entire InstaSwitch process.
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 firstname.lastname@example.org
After some time, you will receive an intimation from us so that you can track & transact in your portfolio through the Finity app.