FAQs for Transaction Process

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What is the ‘Transact’ tab?

‘Invest’ is now renamed to ‘Transact’
‘Transact’ brings together all your transactional requirements. You can do everything listed below and much more
a. Start a new investment, one-time or SIP
b. Explore new investment plans and products
c. View your existing investments
d. Track in-progress transactions
e. View Transaction History
f. Invest more in existing plans
g. Withdraw your investments
h. View and download your tax statements

Where can I find the transaction status of my investments?

You can view your transaction status from
‘Transact’ tab → View transactions

How do I invest more in existing plans?

You can invest more in existing plans from
A. ‘Transact’ tab → Invest more
B. ‘Home’ tab → Invest more

How can I withdraw from my investments?

You can withdraw from my investments from
A. ‘Transact’ tab → Withdraw
B. ‘Home’ tab → Withdraw

Where can I modify my SIP?

‘Transact’ tab → Invest in mutual funds → Manage an existing sip

Where can I find other investment options, like insurance, bonds and NPS?

‘Transact’ tab → Other Products

Where do I explore new plans to invest in?

‘Transact’ tab →  Invest in mutual funds  → Invest in scripbox plans

Where do I find new mutual funds to invest in?

‘Transact’ tab → Invest in mutual funds → Explore funds

How do I search for mutual funds I want to invest in?

‘Transact’ tab → Invest in mutual funds → Explore funds

Where can I find the plans/funds that I have invested in?

‘Wealth’ tab → Wealth → List of Plans per investor

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