How to switch from regular to direct mutual funds through Paytm Money?

Question

How to switch from regular to direct mutual funds through Paytm Money?

Accepted Answer · 2020-12-24

Paytm Money allows customers to switch their external investment in regular plans across different platforms i.e. ET Money, Zerodha, Groww, MyCAMS, etc. to direct plans through below steps;

Login to the Paytm Money Mutual Fund account.
Go to the “Portfolio” and tap on the “Switch to Direct MF”.
Now, click on the “External Investments” and upload consolidated account statement (CAS).
Once CAS is uploaded, you can now select the target scheme and switch to direct MF on Paytm App.

Note: Consolidated Account Statement (CAS) is a consolidated view of all your mutual fund holdings and it can be downloaded from Karvy and CAMs.

Switch to direct mutual funds through Paytm Money

How to switch from regular to direct mutual funds through Paytm Money?

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