Yes, you can transfer your mutual fund holdings from other platforms to Angel One. Angel One allows you to consolidate all your mutual fund investments in one place by transferring existing holdings easily. This makes it simpler to manage and track your investments through a single app or website.

How Can You Transfer Mutual Fund Holdings to Angel One?

To transfer mutual fund holdings, you need to fill out a delivery instruction slip (DIS) or submit a transfer request with your current fund registrar or platform. Angel One’s support team can guide you through the process, ensuring your holdings move safely. The transfer usually takes a few days, and you can continue to invest or redeem after the process completes.

Are There Any Charges for Transferring Mutual Funds to Angel One?

Angel One generally does not charge for transferring mutual fund holdings to its platform. However, it is good to check with your current fund platform if there are any exit or transfer fees. Most fund houses do not levy fees for transfer, but confirming beforehand helps avoid surprises.

Why Should You Transfer Mutual Fund Holdings to Angel One?

By transferring your mutual fund holdings to Angel One, you get the convenience of managing all your investments from one platform. Angel One offers easy tracking, portfolio insights, and quick transactions. This helps you make better investment decisions and saves time compared to managing multiple platforms.

How Long Does It Take to Transfer Mutual Fund Holdings?

Typically, transferring mutual fund holdings takes between 7 to 15 working days. The exact time depends on the fund registrar and the current platform. Angel One works closely with registrars to ensure the process is smooth and fast, keeping you informed along the way.

Can You Continue Investing in Mutual Funds During the Transfer?

Yes, you can continue investing in mutual funds even while your existing holdings are being transferred to Angel One. Transfers usually do not block your ability to make new investments, so your investment journey can continue without interruption.