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New Investor:
Who can invest?

  • Resident Indian Individuals, Singly or Jointly
  • Parent/Lawful Guardian on behalf of Minor
  • Non-Resident Indians and person of Indian origin residing abroad, on a full repatriation basis.
  • Non-Individual
    • Company/Body Corporate
    • Partnership Firms
    • Trust, NGOs Charitable Bodies, Mutual Fund Schemes
    • Unincorporated Association or a Body of Individual
    • Foreign Institutional Investors (FIIS)
    • SCHEDULE COMMERCIAL BANKS AND REGISTERED FINANCIAL INSTITUTION NOT INCORPORATED UNDER THE COMPANIES ACT, 1956/REGULATORY BODIES/ARMY/GOVERNMENT BODIES/ANY OTHER BODIES CREATED/INCORPORATED/REGISTERED UNDER STATE OR CENTRAL LEGISLATION BEING ELIGIBLE TO INVEST IN MUTUAL FUNDS
    • HUFs in the name of Karta or HUF

To avail online mutual fund facility, investor needs to register with Jhaveri Securities Ltd for executing online Mutual fund Trade. For registration Investor can use Online Registration facility OR Click here for further details

Registration Process
  1. Fill up the application form carefully
  2. Submit below stated documents (as applicable) duly Self Attested along with application.
  3. Just log on to www.jhaveritrade.com and follow below steps to register

-Click on Online Services
- Member’s Login
- Mutual Fund Login
- Click on " New Registration"

  • Please Note that you need to apply & fill up Separate agreements for a different combination of names. Now,
  • For Example:

COMBINATION HOLDER MODE
Combination 1 A (Single Applicant)
Combination 2 A & B or A & C OR B& C (EITHER JOING OR ANYONE OR SURVIOR MODE)
Combination 3 A, B, C OR B, C, A OR A, C, B LIKE VISE… (EITHER JOINTLY OR ANYONE OR SURVIOR MODE)

For all the above 3 cases, a single JeTrade Account Opening form can be filled.
Note: Now, Please note, for a different combination of name one has to apply for registration,(physically as well as online) separately & accordingly separate Login Id & Password will be given.please,also,note that one has to remember different combination of name against different login Id / Password. Please, also note that once the combination of names registered will not be possible to change.

  • KYC and PAN norms to followed for online transactions W.e.f. 1-1-08, SEBI has made it mandatory to furnish PAN number and attested copy of PAN card of all the applicants.
    Further, as per the SEBI circular dated 18-1-06, w.e.f 2-2-08 all applicants need to be KYC compliant if the investment amount is Rs.50,000/- and above.

Please ensure that necessary documents from below list must be attached with application form

FOR INDIVIDUAL
FOR NON-INDIVIDUAL
After verification of all the necessary documents along with physical application form at our end, we will generate your User ID & Password, which will be sent on your registered email address

LOGIN

After receiving USER ID & Password, you can now access your JeTrade Account for Online transaction in Mutual Fund.

Click Here Login
To get benefit of today’s NAV, Cut off time is 11:30 a.m. for Liquid Transactions & 2.00p.m.for Non-Liquid Transactions
FAQ
   What is Onlinemf@Jhaveritrade.com?
 
   Who can invest?
 
   What are the features of Onlinemf@jhaveritrade.com?
 
   How to Register & get USER ID?
 
   What happens if I forget my USER ID?
 
   What happens if the User ID is blocked?
 
   When and how will I receive my Password?
 
   What should I do if password is blocked?
 
   My Password is tempered, what should I do?
 
   What happens if I forget my Password?
 
   How can I retrieve my password if I have forgotten one?
 
   Who all are required to sign the JeTrade Acc Opening form?
 
   What are the precautions I need to take while transacting online?
 
  What is the mode of payment if I wish to purchase online?
 
   How to make Purchase Online (New Investor)?
 
   How to Redeem online?
 
   How to Switch online?
 
   What NAV is applicable for the transactions done on onlinemf@jhaveritrade.com?
 
   Submission of PAN and KYC.
 
   Will I be charged Entry Load?
 
  Is there any charge for transacting online?
 
  The procedure to terminate online transaction agreement and disable the Password.
 
   Can I change my address, bank details and contact numbers on onlinemf@jhaveritrade.com?
 
  Can I register for SIP/STP/SWP on onlinemf@jhaveritrade,com?
 
  Do I receive any acknowledgement for the transaction done on invest@uti?
 
   Contact details for further enquiries?
 

Guidelines for Investors


ONLINEMF@JHAVERITRADE.COM:

Welcome to JeTrade online Mutual Fund service. You now have the ease of investing with Mutual fund at your convenience. In order to help investors understand and use Mutual funds to meet their financial goals, JHAVERI offer online Mutual Fund Application & Mutual Fund Back Office Service. You can access your MF account 24 x 7 x 365 days a year, through our website http://www.jhaveritrade.com/ and get timely investment information with our simple, secure & User Friendly online process.

By availing JeTrade online Mutual fund service, you can transact from your desktop sitting anywhere in world. Once you get your User ID, you can do paperless transactions and invest in any of Mutual Fund Schemes with just a click away

Please go through the guidelines to know more about JeTrade Online Mutual Fund Service here. Do you want to Register now?

Please Click Register to create your user ID.

Registered User? Login

Please Remember the combination of name against each User ID.

You can avail below mentioned features after you are registered with us

Through:

MEMBER'S LOGIN

  • Purchase
  • Redeem
  • Switch
  • Download Statement of Account


BACK OFFICE

  • Track Your Portfolio
  • View Short Term / Long Term Capital Gain Report
  • Dividend Summary
  • Attention Investors
  • NSDL/CDSL
  • KYC
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