Mutual fund folio no lost

446 views
User Avatar

1359 Points Posted on 02 July 2024
my father invested in a mutual fund in year 2001 but we lost the folio no and no pan is linked with the mf
so what to do now ?
0 Reply Share Follow
On 02 July 2024 at 19:21 Report
Replies (5)
Quick Summary
If you've lost a mutual fund folio number and it wasn't linked to a PAN, don't worry. As long as you know the mutual fund's name and your father's PAN, you can recover your investment details. You can obtain a statement of holdings by visiting a local CAMS office with your father's PAN copy, even if the PAN wasn't initially linked to the folio.

User Avatar

SEO Sai Gr. Hosp.
212529 Points Posted on 03 July 2024

Hope you know the PAN no. and the name of the Mutual fund.

1 Reply
On 03 July 2024 at 11:51
User Avatar

1359 Points Posted on 03 July 2024
Yes sir , I know the name of mutual fund sch and of Amc
Reply
On 03 July 2024 at 11:52
User Avatar

SEO Sai Gr. Hosp.
212529 Points Posted on 03 July 2024

Do you have PAN copy of your father?

1 Reply
On 03 July 2024 at 12:04
User Avatar

1359 Points Posted on 03 July 2024
Yes sir I have pan of my father and I also check the unclaimed mf from the website of CAMS I.e registrar for the fund house
1 Reply
On 03 July 2024 at 12:06
User Avatar

SEO Sai Gr. Hosp.
212529 Points Posted on 03 July 2024

You can get statement of holdings based on PAN from CAMS local office.

1 Reply
On 03 July 2024 at 12:08

Leave a Reply

Post Reply

Your are not logged in . Please login to post replies

Click here to Login / Register  

Recent Topics :

  1. Foreign remittance
  2. Affordable Residential Flats in Gurgaon
  3. Manufacturing
  4. TAN REGISTRATION ON E-FILLING SITE
  5. Form 10-IEA – Continuing Old Regime
  6. Income tax act 2026
  7. Belated Return where Form 10IEA filed this year to
  8. GST Reconciliation Tool (2A vs Books) - looking fo
  9. TDS ON PF FORM 19 WITHDRAWAL
  10. Can a virtual office in Mumbai be used for company

More recent discussions | Post

Related Topics :

Loading