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How to Invest in Mutual funds through Torus?

Investing in mutual funds through Torus is a simple and easy process. Please follow below steps.

<AH> Step 1 : Click on the "Mutual Funds" section from the main dashboard to access the investment options. </AH> <AB>
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</AB> <AH> Step 2 : Search for a mutual fund of your choice such as:
</AH> <AB>
  1. Wealth Builder
  2. Tax Savers
  3. Best Performers
  4. High Risk/High Returns
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</AB> <AH> Step 3 : Select your preferred investment type & click on "Invest Now"
</AH> <AB>
a.  SIP (Systematic Investment Plan): For periodic investments.
b.  One-Time Investment (Lumpsum): For a single investment.
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</AB> <AH> Step 4 : Enter Investment Details.
</AH> <AB>
a.  For SIP: Enter the investment amount, choose the SIP instalment date, and check the "First Order Today" box if you wish to make the first payment today.

b. For Purchase Order (Lumpsum): Enter the investment amount and click "Proceed to Pay."
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</AB> <AH> Step 5 : Choose a payment method (UPI or Net Banking) and complete the transaction. </AH> <AB>
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</AB> <AH> Step 6 : Mandate Authentication (For SIP Orders) </AH> <AB>
If you do not have an active mandate for auto-debit of future SIP instalments, you will be redirected to authenticate your mandate.
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</AB> <AH> Step 7 - Order Confirmation & Unit Allocation: Once the payment is processed: </AH>
<AB>
a. Your mutual fund order is confirmed.
b.  Units are allocated within T+2 days, based on payment confirmation from the Asset Management Company (AMC).
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</AB>

Last updated: 4 Months Ago

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