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How to move or transfer existing mutual fund investments to Coin?

If you have purchased the funds in DEMAT mode, then ask your broker to give you a DIS slip and fill in the units you wish to transfer, mention your Zerodha DEMAT account number and submit it back to the broker. Within 24 hours, the units get transferred. You can find your Zerodha DP ID Beneficiary ID in Console under Profile.

If your Mutual fund investments are not in DEMAT form then you will have to de-materialize it to move it to Coin.

If you have invested in regular mutual funds - DEMAT or physical form, the best option is to exit those funds and repurchase it again on Coin, instead of dematerializing your regular mutual fund investments.

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