1. Portfolio Information

Step 1 – After launching the application the investor goes to the mchekMall and selects Mutual Funds and thereafter selects 'Birla Sun Life Mutual Fund'.

Step 2 – Investor selects 'Portfolio Information' and chooses the folio

Step 3 - Waits till the transaction is processing and confirmation is displayed on the screen

Step 4 - Enter mChekPIN to confirm the transaction. On successful completion the investor will receive sms with the portfolio details.

2.0 Purchases

1. Lumpsum Investment
2. SIP

Common Steps

Step 1 – After launching the application the investor goes to the mchekMall and selects Mutual Funds and thereafter selects 'Birla Sun Life Mutual Fund'.

Step 2 - Investor selects "Purchase" menu option and selects the Folio to transact after accepting the terms and conditions.

2.01 For Lumpsum Investment

Step 3 – Investor selects the scheme and indicates the intent to make a Lumpsum investment and enters the amount.

Step 4 – The investor selects or enters the broker details. Waits till the transaction is processing and confirmation is displayed on the screen.

Step 5 – Enters mChekPIN to confirm the transaction. On successful completion the investor will receive sms confirmation giving complete details of the transaction.

2.02 SIP Investment

Step 1 & 2 – The same as mentioned under the Lumpsum Investment transaction flow.

Step 3 – Investor selects the scheme and indicates the intent to make an SIP investment.

Step 4 – The investor selects / enters the SIP Date, No. of Installments, Amount and Broker details.

Step 5 – Waits till the transaction is processing and confirmation is displayed on the screen

Step 6 – Enters mChekPIN to confirm the transaction. On successful completion the investor will receive a confirmation on sms giving complete details of the transaction.

3. Switches

Step 1 – After launching the application the investor goes to the mchekMall and selects Mutual Funds and thereafter selects 'Birla Sun Life Mutual Fund'.

Step 2 – Indicates the intent to Switch existing investments and selects the folio and switch-out scheme after accepting the terms and conditions.

Step 3 – Selects the quantity (units) or amount that is to be switched

Step 4 – Selects the Switch In Scheme particulars

Step 5 – Waits till the transaction is processing and confirmation is displayed on the screen

Step 6 - Enters mChekPIN to confirm the transaction. On successful completion the investor will receive a confirmation on sms giving complete details of the transaction.

Step 1 – After launching the application the investor goes to the mchekMall and selects Mutual Funds and thereafter selects 'Birla Sun Life Mutual Fund'.

Step 2 - Indicates the intent to redeem existing investments and selects the folio and scheme

Step 3 – Selects the quantity (units) or amount that is to be redeemed or selects All Units

Step 4 – Waits till the transaction is processing and confirmation is displayed on the screen

Step 5 – Enters mChekPIN to confirm the transaction. On successful completion the investor will receive a confirmation on sms giving complete details of the transaction.