Open-Ended Mutual Funds

• Investors can buy and redeem units at any time
• No fixed maturity period
• High liquidity
• Transactions based on prevailing NAV

These are the most common and flexible type of mutual funds.

Closed-Ended Mutual Funds

• Fixed maturity period
• Units available only during New Fund Offer (NFO)
• Limited liquidity during tenure

Suitable for investors comfortable with staying invested for a fixed term.

Interval Funds

• Blend of open-ended and closed-ended structure
• Available for purchase or redemption at specified intervals
• Provide periodic liquidity

Ideal for investors seeking structured liquidity options.

Sectoral & Thematic Funds

These funds invest in specific sectors such as banking, IT, pharma, or infrastructure.

• Higher risk due to sector concentration
• Potential for higher returns
• Suitable for informed investors

Fund of Funds (FoF)

A Fund of Funds invests in other mutual funds instead of directly investing in stocks or bonds.

• Additional diversification
• Global exposure possible
• Suitable for asset allocation strategies

Actively Managed Funds

In actively managed funds, professional fund managers make investment decisions with the objective of outperforming benchmark indices.

• Research-driven strategy
• Active buying and selling
• Potential to generate alpha

Passively Managed Funds

Passive funds replicate a market index such as Nifty or Sensex.

• Lower expense ratios
• Index-based returns
• Transparent strategy
• Suitable for long-term disciplined investing

Examples include Index Funds and ETFs.

Ans.  Yes, Step given below:

• Visit our website elitewealth.in
• Click on login platform and then click on MF login
• Enter your USERNAME & PASSWORD  and watch your investment

Ans.  If you forgot your passwords then please follow the given below instruction

Through Mobile App

• Download the Elite Kuber App

Play Store Link: https://play.google.com/store/apps/details?id=com.iw.elitekuberwealth&hl=en

App Store Link: https://apps.apple.com/in/app/elite-kuber/id1472743005

• Click on forgot password and enter you User Id and click on Ok
• Your password will be sent to your registered Email ID.

Through Website

• Visit our website elitewealth.in
• Click on login platform and then click on MF login
• Click on forgot password and enter you User name/Pan and Registered email address click on Submit

Your password will be sent to your registered Email ID.

Ans.  Elite Wealth Limited online mutual fund platform offers the following benefits:

• No Paper work
• Online Buy / Sell of Mutual Funds
• No need to worry about Account Statements
• Your systematic investment plan (SIP) can be altered as per your convenience or done at the click of a button
• Integrate your banking account with your mutual fund account ensures seamless transactions with instant confirmation.
• Research to help you make the right decision.
• Regularly review and update your portfolios.
• Switch your Investments between Mutual Funds schemes.

Ans.  All mutual fund investors who get registered with Elite Online MF can use our mobile app. Individuals, HUF and Corporate Body can participate in Elite Online MF subject to completing the KYC procedure. In case of a minor, the guardian would have to be KYC compliant.

Ans.  Yes

Ans.  Following feature available in kuber app

• New Purchase
• Additional Purchase
• Redemption
• Switch
• Online SIP Registration
• Online STP Registration

Ans.  Registration step given below:

• First you need to check your KYC , If KYC completed then follow the next steps
• Download Elite Kuber App

Play Store: https://play.google.com/store/apps/details?id=com.iw.elitekuberwealth&hl=en

App Store: https://apps.apple.com/in/app/elite-kuber/id1472743005

• Click on sign up and fill all the details according to requirement

* Required Documents for uploading during Process

1. 1. Cancelled cheque
   2. Signature

* If KYC not completed so please complete KYC registration first then start online mf account opening process

Ans. Investors have a choice of holding units either in Physical form or in Demat.

Ans. Please follow the instructions

1. 1. • Login to our website in. The below screen will show you. Click on login Platforms-> MF Login.
      • Now you will see the below screen. Enter into Elite Online MF platform by login using your user id and password, which you received on your email id, registered with us at the time of registration for our online platform.
      • After login, you will see our Elite Online MF platform home page. Now you can make any transactions in our online platform.

Ans. Please follow the instruction

1. 1. • Firstly download the Elite Kuber App

Play Store: https://play.google.com/store/apps/details?id=com.iw.elitekuberwealth&hl=en

App Store: https://apps.apple.com/in/app/elite-kuber/id1472743005

1. 1. • Login by entering User name and Passwords which you received on your email id registered with us at the time of registration for our online platform.
      • After login you will see our home page where a basket icon available

Click on basket and add you transaction according to your requirement

Ans. Please follow the instructions

1. 1. • Firstly login into our website www.elitewealth.in follow the instruction of Question no 10 After login into Elite Mutual Fund Online Platform, click on “Invest Online BSE” tab on home page. You will reach on the below screen.
   2. • Then click on NEW PURCHASE. You will see the following screen
   3. • Now fill the details like AMC, scheme type, scheme name, amount you want to invest etc then click on add transaction. Payment link will be sending on your registered mail. Now choose online payment mode and make payment and confirm your order. After purchasing units, you will receive confirmation on your mobile and email id registered with us.

Ans. Please follow the instructions

1. 1. • Firstly login into mobile app follow the instruction Question No. 11, After login into mobile app click on basket which is available on right top corner
      • Click on “Add Scheme” then you will see all scheme available on screen
      • Select Scheme according to your requirement and add to cart
      • Then click on Order Now , select Lumpsum
      • Fill all the details as per the requirement and click on order now
      • You will get the confirmation on your registered mail address

Ans. ‘Fresh’ purchase indicates the purchase Orders that are placed for the selected scheme for the very first time. ‘Additional’ purchases mean any incremental purchase of units of the same scheme, which is already available in your portfolio.

Ans. Please follow the instructions

1. 1. • Firstly login into our website www.elitewealth.in follow the instruction of Question no 10. After login into Elite Mutual Fund Online Platform, click on “Invest Online BSE” tab on home page. You will reach on the below screen.
      • Then click on Additional Purchase, you will see the following screen
      • Fill the details like AMC, scheme type, scheme name, amount you want to invest etc then click on add transaction. Payment link will be sending on your registered mail

Ans. Please follow the instructions

1. 1. • Firstly login into Elite Kuber app
      • Then click on your investment which you shown on screen
      • Then you will see all the scheme where you have invested
      • Click on that scheme which you wants to redeem then you will find the many option like additional purchase, sip, switch, stp, redeem
      • Click on Additional Purchase and enter the amount and swipe to transaction
      • Then you will get a link on your registered mail for Payment.

After confirmation you will allotted the new unit in your current scheme

Ans. Yes, You can cancel or modify the mutual order by 12 pm on the same trading day.

Ans. Please follow the instructions

1. 1. • Firstly login into Elite Kuber app
      • Then click on your investment which you shown on screen
      • Then you will see all the scheme where you have invested
      • Click on that scheme which you wants to redeem then you will find the many option like additional purchase, sip, switch, stp, redeem
      • Click on Redeem and enter the amount or unit and swipe to transaction
      • Then you will get a link on your registered mail for redemption confirm.
      • After confirmation you will get your amount within 3 business days in your linked bank account

Ans. The credit of redemption proceeds into your bank account within 3 business days after redemption confirmation

Ans. Please follows the instruction

1. 1. • If you want to invest in SIP first login into our Online MF platform by your User Id and Password then click on Invest Online BSE 
   2. • then click on SIP, the following page will show you
   3. • Fill your details like AMC name, scheme type, scheme name, start date etc
      • If you wants to pay first amount on same then select yes under the tab <Generate first order today
      • Then click on order. Hence your SIP is registered and confirmation and payment link email is sent on your registered email address.
      • Complete the payment

Ans. Please follow the instructions

1. 1. • Firstly login into mobile app follow the instruction Question No. 13, After login into mobile app click on basket which is available on right top corner
      • Click on “Add Scheme” then you will see all scheme available on screen
      • Select Scheme according to your requirement and add to cart
      • Then click on Order Now , and select SIP
      • Fill all the details as per the requirement and click on order now
      • You will get the confirmation on your registered mail address

Ans. No, you do not require a DEMAT account.

Ans. Yes. The process is the same as for resident individuals. However, instead of a savings bank account, NRI’s will require an NRE/NRO bank account.

Ans. Yes.

Ans. Once you place an order, you must check the email received from the exchange with subject “Order Authentication”. Once you authenticate, then the Order is finally submitted. Please note, the registrar Cams/Karvy will process the transaction subject to their own checks

Ans. There are no usage charges taken from the investor for using online platforms

Ans. No, mutual fund investments are the subject to market risk. Past performance does not guarantee future return. Investors must assess their risk profile before investing.

Ans. No, your money is transferred to the exchange and then onward to AMC( Asset Management Company). At no point is your money transferred to our organization.

Ans. After login into mobile app you can see your wealth manager details under the < contact information section

Ans. Yes, we have financial tools on our mobile app for calculating your future goals

Ans. After login you will see a option < PORTFOLIO in bottom , click on portfolio then your total investment will show on screen

Then click on your total investment then you will find the all invested scheme on screen

Ans. Yes.

Ans. Maximum three are permitted.

Ans.  Just click on “A/c Statement” in our mutual fund online platform, you can see your all transaction. You can also see your dividend report, capital gain, your portfolio etc.

Ans. Yes, You are permitted to nominate a minor. However, if you nominate a minor, do provide the name and address of the minor’s guardian in the nomination request.

Ans. Please follow the instruction

1. 1. • For switching your portfolio from one scheme to another within the same AMC, you may login on our Elite Online MF platform using your User Id and Password. On the home page, click the tab “INVEST ONLINE BSE”. It will open the below window:-
      • Now click on SWITCH, the below window will be opened:-
      • Select respective information and click on the “ORDER” tab. After clicking order tab, for order confirmation you will receive a pop-up confirming the request along with order no.  Further, you will receive second level of authentication on your registered email id in which you will be requested to further confirm for final execution of the order.