Helios Mutual fund

To invest in the Helios Mutual Fund using your Angel One account, here’s a straightforward guide:

Step 1 : Sign into your Angel One account with your registered mobile number. Confirm your identity with the OTP, and then type in your MPIN.

Note: If you don’t have an Angel One Demat account yet, you can quickly set one up by completing the KYC process and providing the required documents.

Step 2: Choose the right fund for you by considering your needs and how much risk you’re willing to take. In the Angel One app, go to the mutual funds section to:

1. Search for the fund you’re interested in or get suggestions from Angel One’s list.
2. Review the fund’s performance history, tax implications, and what sectors and stocks it includes.
3. Use the return calculator to estimate what you might earn.
4. Assess the fund’s risk and see if it matches your comfort level.
5. Check the ratings from well-known agencies, usually from 1 to 5.
6. Look at the fund’s expense ratio to understand the cost of investing.

Step 3: After picking the fund(s) you want to put money into, access the Mutual Funds section on your Angel One account and search for it. Since this investment could be for the long haul, think carefully about your choice. Here’s what to do next:

1. Decide if you’re making a one-time investment or setting up a monthly SIP (Systematic Investment Plan).
2. Enter how much you want to invest and choose your payment method. UPI is recommended, but you can also use net banking.
3. For SIP investments, you’ll have the option to set up a mandate for easy future payments

Documents Required To Invest in Helios Mutual Fund

Investing in Helios Mutual Funds through Angel One is a seamless, fully digital process, eliminating any hassles from your investment journey. To initiate the KYC process, you’ll need to provide the following crucial documents:

1. PAN Card Details (Mandatory)
2. Personal Information, including your Full Name, Mobile Number, and Email Address.
3. Address Proof – An Aadhar Card is recommended, and both its front and back sides are necessary.
4. Bank Account Details, along with a cancelled cheque, if required.
5. Nominee details and FATCA Declarations

Angel One simplifies the KYC verification, providing swift and efficient access to Helios Mutual Funds, whether you’re a new or returning investor. Our user-friendly platform makes your financial goals easily achievable. Your KYC process will be completed in just 48-72 business hours, allowing you to embark on your mutual fund journey promptly.