Switch your mutual fund distributor easily to get better guidance, consolidated tracking, and improved investment management.
| Requirement | Details |
|---|---|
| Minimum Balance | No minimum balance required to switch |
| Documents Needed | PAN, KYC, and existing distributor details |
| Processing Time | Usually 7-10 business days |
| Fees | No fees charged by AMCs for switching |
Switch to a distributor who understands your goals and provides personalized investment guidance.
Better Advice
Consolidate Your Investments
Cost Efficiency
Seamless Process
Provide your current mutual fund portfolio and distributor information.
Ensure your KYC is up to date for a smooth transfer process.
We initiate the distributor change request with your existing AMC.
Once processed, your investments are with your new distributor, and you can enjoy personalized guidance.
Compare staying with your current distributor versus switching to a better one.
No change, continue as-is
Get expert guidance and consolidation
Looking for personalized advice
Consolidating multiple funds
Optimizing income & safety
Young investors often seek guidance on SIPs and ELSS. Switching to the right distributor ensures they start investing smartly.
4,000+ Mutual Funds to choose from
SIPs with 100
SIPs with 500
Tax Saving (ELSS)
Debt Funds
High Returns
Large Cap
See how investors optimized their investments by switching distributors.
Young Professional
Problem: Rahul had multiple advisors and was missing investment opportunities.
Strategy: He switched to a single distributor who consolidated his portfolio.
Outcome: Now, he has a clearer view and receives better investment advice.
Family Planner
Problem: Sunita had investments scattered across multiple AMCs.
Strategy: She moved all her funds to a trusted distributor.
Outcome: Her portfolio is now easier to track and she optimized tax benefits.
Get personalized advice and consolidate your investments under one trusted distributor.
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Read MoreIdeas2Invest is an AMFI Registered Mutual Fund Distributor providing investment advisory, wealth management, and financial planning services.
Yes, our initial consultation is completely free to help you understand your investment options.
You can start by filling out the contact form, and our team will get back to you within 24 hours.
Yes, we provide ELSS and other tax-saving investment solutions.
We offer mutual fund investments, insurance solutions, portfolio management, and more tailored financial services.
Yes, we are AMFI Registered Mutual Fund Distributor with ARN - 113588.
