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Mutual Funds
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Life Insurance
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General Insurance
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Ans)You can know the current value of your portfolio through
I-Zoneby using your
Login Id and User Password issued by Accord Financial. In case you don’t have your
Login Id and User Password, you can
Register
yourself Now.
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Ans)
To receive a periodic statement of your
portfolio, login to your
I-Zone
and state
the same in Preferences. You shall receive a periodic statement of your mutual fund
portfolio as per the details that you provide in the Preferences(quarterly by default).
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Ans)To redeem your mutual fund:
a)You can download Common Services Form(CSF), fill up the details of the fund you
wish to redeem and deposit/courier it at one of our branches for processing. Alternately,
you can call your financial consultant or 9811301416 for the same.
b)The funds which have been invested through Accord can be redeemed by logging to
I-Zone,
selecting the fund, right clicking on the fund, and clicking the Redeem
option. A Common Service Form with the relevant details shall get generated which
the client shall be required to print and sign. This signed CSF can be deposited/couriered
to one of our branches for processing. Alternately, you can call your financial
advisor or call 9811301416 for the same.
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Ans)To make a fresh investment in an existing mutual fund scheme, print the CSF,
fill the details and deposit/courier it to one of our offices for processing. Alternately,
you can call your financial advisor or call 9811301416 for the same.
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Ans)Investment through SIP is a good investment vehicle which offers benefit of
disciplinary regular savings and Rupee Cost Averaging. One can start an investment
plan through SIP mode by filling up the Common Application Form of the shortlisted
fund, a SIP enrolment form and one Auto Debit Form. First investment in SIP is done
through a cheque of the same bank account through which the client wishes to avail
Auto Debit Facility. Please contact your financial advisor or call 981301416 to
invest and benefit from the power of SIP.
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Ans)You can discontinue an existing
SIP investment by intimating the same through a written and signed communication.
You can download and print the SIP Discontinuation Form, fill the details and courier/deposit
at one of our branches. Alternately you can call 9811301416 to facilitate the same.
Please allow atleast 30 days to process SIP discontinuation.
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Ans)To change contact/bank account/address details in your mutual fund, kindly Download
CSF and fill in the new details. The completed CSF can couriered/deposited at one
of our branches. Alternately you can call 9811301416 to facilitate the same.
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Ans)To change bank account of your SIP investment, the existing SIP has to be discontinued(Refer
6).
A fresh SIP enrolment form and Auto Debit form shall have to be submitted alongwith
a cancelled cheque of new bank account(Refer 5).
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Ans)Nomination can be made/modified in a mutual fund scheme by downloading the nomination
form of the respective AMC(Asset Management Company), completing it and depositing/couriering
it to one of our branches for processing.
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Ans)Investment option in a fund can be changed by filling up the CSF and forwarding
it to us.
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Accord Offices
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South Delhi
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Accord Financial Services
A-60, Lajpat Nagar II
New Delhi 110024
Phone 011 - 47695500
Fax 011 - 47695555
info@accordfinancial.in
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West Delhi
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219, Kirti Shikhar
District Center
Janak Puri,New Delhi 110058
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Mumbai(Ghatkoper)
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206-207 2nd Floor,Reena Complex
Near Coca Cola Godawn
Opp.Vidya Vihar Station
Vidya Vihar (W), Mumbai 400035
Mobile: 9967045760
Phone 022 - 25093920
Fax 022 - 25093928
deepak@accordfinancial.in
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Mumbai(Goregaon)
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208,2nd floor, Manish Chamber
Sonawala Road,Above axis bank
Goregaon East,Mumbai 400063
Mobile: 9867685760
Phone : 022 - 40326999
Fax No : 022 - 40326969
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Ahmedabad
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