How to Convert Offline Mutual Fund to Online in Kotak Securities Trading Account?

Do you hold any Mutual Fund in Offline mode? Here I will guide you the procedure to Convert Offline Mutual Fund to Online in Kotak Securities Trading Account.

Yes,

Your offline Mutual fund can be converted to online through your Kotak Securities Trading Account.

If you don’t have an Account with Kotak Securities, open an account to get this benefit.

What is Offline Mutual Fund?

If any of the mutual funds bought through Cheque from any of the Mutual Fund distributer and you don’t have any online access to operate it, the process is called as Offline Mutual Fund.

Offline or online is a Process only.



For every New purchase or Redemption, you have to visit your Distributor office to submit the Physical form to do the operation.

Sounds Hectic!!

The mode of operation in online will add advantages to you.

What are the benefits of Online Mutual Fund?

The mode of operation will add more benefit to your Investment.

Anytime you can place an order from your System/Mobile to perform the operation.

You can Start SIP, can buy Lump Sum in online.

How to Convert Offline Mutual Fund to Online?

If you are holding any of the mutual funds in Offline mode, you can convert it to the online through your Kotak Securities Trading Account.

All your mutual fund Holdings will reflect online to view

Will give you step by step process to Convert offline Mutual Fund to Online.

To start the process, you have to login Kotak Securities Trading Account.

Step 1: From the information Bar, mouse over to My Account and Click on Service Request below Mutual Fund Section.

Mutual fund online conversion

Step 2: After selecting Service Request Section, you will find a new page to select further.

Click on Transfer Offline to Online Option.

Mutual Fund Conversion

Step 3: You have to fill the details of your Offline Mutual funds.

  • Select AMC
  • Select Scheme name
  • Write your Offline Folio Number
  • Select Your Online Folio Numer

You have to fill above 4 information in this section to transfer your offline Mutual Fund.

Mutual fund online conversion

After filling the Information. you have to submit the request to get the filled PDF Form.

You have to send the Filled form to Kotak Securities address mentioned in the form.

Offline to online conversion will take 15 to 20 days.

You can check your Order Status by login to your account or can be checked by calling Customer Care of Kotak Securities.

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