Will I still be able to download my tax statement?

Yes, your tax statements will still be available in ‘Statements > Tax Statements’.


Where can I find my tax saver plans?

All tax saver plans have been clubbed under Core Mutual Fund Portfolio.


Will I be able to add family members with a different residency status?

Yes, there will be no change in the process for adding family members.


Will I still have relationship managers to assist us?

You can opt for an RM if you have invested >25L through Scripbox.


Will I be able to invest in all funds?

No, you will only be able to view and invest in funds that US/Canada NRIs are eligible for.

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Will I get any notification if the ranking of the funds I have invested in gets updated?

No, a separate notification will not be sent. You can view your Fund Quality split on the mutual funds tab of 'My Wealth'.


Will my SIPs get cancelled?

No, your SIPs will not be impacted.


What will happen to my current investments?

Your current investments will not be impacted. You will be able to view all your investments on Scripbox. Some plans may be clubbed into Core Mutual Fund Portfolio.