Frequently Asked
Questions

Please note that you need to be KYC compliant to invest with us. Click here to know more about KYC.

To invest offline , investors are requested to follow the steps given below:

• Collect the Application Form

• Complete the form and attach the mandatory documents

• Submit the Application Form

Collecting the Application Form

You can download the form from our website Click here to download the form now.

You can also collect the physical application form from any of our offices, as per the addresses below:

Quantum Asset Management Company Private Limited: 1st Floor, Apeejay House, 3 Dinshaw Vachha Road, Backbay Reclamation, Churchgate, Mumbai - 400020
Quantum Asset Management Company Private Limited: BSQUARE Office Solutions, 6th Floor Shree Krishna Centre, Nr. Mithakhali Six Roads, Navrangpura, Ahmedabad - 380 009
• K Fintech Technologies Limited- K Fintech Technologies Limited is our Registrar and Transfer Agent having many offices across India. Click here for all the locations available over India.

Complete the form and attach mandatory documents

Fill your personal details like name, address, phone no., email id and bank account information and attach the below mentioned documents:

• Common application form along with the Transactions form (Duly filled and signed)

• Current dated at par cheque in favor of ‘Quantum __________ scheme - your PAN number’.  A copy of latest bank passbook/statement is required if the name is not printed

• A cancelled copy of cheque / copy of latest bank passbook/statement (only if the mode of payment is NEFT/RTGS

• KYC acknowledgement copy of the unit holder(s)

We wish to update you on information that is mandatorily required with the application form to avoid transaction rejection. Please find below the details:

1. 1. Income Slab – Income Declaration is mandatory; we want to highlight that investment applications are submitted with the assumption that the information will be updated from KRA. However, KRAs do not capture this information and hence if income slab values are not available on the investment application form, transactions will be liable for rejection.
2. 2. Tax Identification Number (TIN) for all NRI Categories –TIN is mandatory, wherever investor has declared the country of tax residency other than India in FATCA/CRS Declaration.
3. 3. For all NRI Tax Categories – Overseas address is mandatory on the application form.
4. 4. IFSC code: IFSC code is mandatory for all folios, this also enables to complete the bank account verification and third-party validation through penny drop mechanism.

5.  5. Nominee Declaration – Folios where investors have not registered their nomination or no opt out declaration is submitted for nomination on or before Dec 31, 2023, the folios will be frozen for any debits including redemption. With effect from 01 January 2024, for such freezed folios, Redemption, Transactions of already registered Systematic Transfer Plans (STP) / Systematic Withdrawal Plans (SWP) will not be allowed.

Submit the Application Form

You can submit your physical applications along with all required supporting documents as mentioned below:

• Quantum Asset Management Company Private Limited: 1st Floor, Apeejay House, 3 Dinshaw Vachha Road, Backbay Reclamation, Churchgate, Mumbai - 400020
Quantum Asset Management Company Private Limited: BSQUARE Office Solutions, 6th Floor Shree Krishna Centre, Nr. Mithakhali Six Roads, Navrangpura, Ahmedabad - 380 009

• K Fintech Technologies Limited- K Fintech Technologies Limited is our Registrar and Transfer Agent having many offices across India. Click here for all the locations available over India.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.