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How can I transfer my MF units held elsewhere to Torus?

You can easily transfer your existing Mutual Fund units to Torus using CDSL Easiest, an online platform provided by CDSL for seamless transfer of securities.
Steps to transfer MF units via CDSL Easiest.

1. Register on CDSL Easiest:

a. Visit the CDSL Easiest website and log in or register.
b. Link your Demat Account with CDSL if not already linked.

2. Initiate the Transfer Request:

a. Go to the Setup section and select Bulk Setup or Single ISIN Transfer (for specific MF units).
b. Enter Torus' Demat Account details as the recipient DP ID.
c. Provide the details of the MF units you wish to transfer.

3. Authenticate & Confirm Transfer:

a. Verify the details and authorize the transfer using OTP or password.
b. The request will be processed, and units will be transferred to your Torus account within a few business days.

Once transferred, you can view your MF holdings under the Portfolio section in the Torus app.

Last updated: 8 Months Ago

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