PGIM Mutual Funds

How to Invest in PGIM Mutual Funds?

Mutual fund investments are as easy as online shopping with Scripbox. Scripbox is an online platform that enables investment in mutual funds at a click of a mouse. To invest in mutual funds, one has to follow the steps below.

• Visit Scripbox Website and Begin the Investment Journey : Go to Scripbox’s website and on its homepage click on the button “Let’s get started”. By doing so, a list of investment options based on life goals is displayed. One can choose one or multiple financial goals based on their requirements to invest in mutual funds. To go ahead with mutual fund investment, click on the “Continue” button.
• Signup and Create an Account: This step requires one to create an account with Scripbox. One has to do is use their e-mail id to create an account with Scripbox. Once the account is created and the user logs in, a list of payment options and the amount of investment will be available. One has to enter the investment amount in the space provided. Then, they have to choose between SIP or lumpsum by clicking on either “Every month SIP” or “One-time” payment option. One can use Scripbox’s mutual fund calculators to estimate their potential returns. For SIP investment, they can use a SIP calculator, and for the lumpsum investment, they have the lumpsum calculator. Lastly, to see the recommended funds, one has to click on “See Recommended Funds” button and the list of funds suggested by Scripbox will be displayed.
• Changing the Fund and Fund Allocation: In this step, one will be able to see the list of mutual funds and the investment amount for each fund. One has to check all the details before proceeding ahead. One always has an option to change the investment amount and the funds by clicking “I want to change funds/amount”. Doing so, they can alter their investment portfolio. Click on “Next” to make payment.
• Bank Details and Money Transfer: In this step, one has to give their banks account details and PAN card details. This will enable Scripbox to process the mutual fund scheme investment. Scripbox provides a secure environment for investing. The bank details will only be used for investing and crediting redemption proceeds.

KYC Required to Invest in PGIM Mutual Fund

KYC or Know Your Customer is used to identify a client. SEBI mandates all investors to be KYC compliant, and only then they can invest in SEBI registered mutual fund scheme. SEBI prescribes all the KYC requirements. A KYC form includes details of identity, address, financial status, demographics, and occupation of a person.

One can have their KYC done online with Scripbox. Resident Indians and PIO residing in India would need the following documents for KYC.

• Pan Card
• Photograph
• Address proof (Driving License/Passport/ Aadhar Card (Both Front & Back)/Voter ID Card)
• KYC Authorisation Letter. (Please write on a while plain sheet of paper that “I authorise Scripbox to do my mutual fund KYC” & sign below it)
• Video Selfie: Record a video by facing the camera for 5 seconds

You can upload clear colour scanned copies of your KYC documents during the registration itself. Or,
If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to help@scripbox.com.

How to Download PGIM Mutual Fund Investment Statement?

You can download your mutual fund investment statement using the Scripbox App. Following are the steps to download it:

• Firstly, open the Scripbox App on your device
• Secondly, visit the ‘Profile’ tab
• Thirdly, click on the ‘Investment History’ option
• Fourthly, select ‘Email Me’. As a result, you will receive an email from Scripbox. This email will have a downloadable link to your Scripbox Investment History.
• Lastly, click on the link received in your email to download your investment statement in excel format.

The excel statement will have the following details:

1. Orders Tab: In this section, you can view all the details regarding your investment. It provides details such as the folio number, investor name, fund name, amounts invested, units allocated, NAV, STT, and purpose.
2. Current Holding Tab: In this section, you can view information on how many funds you are currently invested in. It includes details such as fund name, number of units, the current value of the investment, folio number, and purpose.

Top PGIM Mutual Fund Managers

Fund Manager	Number of Schemes	Type of Scheme
Alok Agarwal	13	Equity
Ravi Adukia	17	Equity
Aniruddha Naha	09	Equity
Kumaresh Ramakrishnan	49	Equity
Hitash Dang	13	Equity
Utkarsh Katkoria	07	Equity
Srinivas Rao Ravuri	02	Debt
Puneet Pal	23	Debt
Kunal Jain	20	Debt
Vivek Sharma	01	Equity
A.Anandha Padmanabhan	01	Equity

 

Explore: Best Fund Managers

Mr. Alok Agarwal

Mr Alok Agarwal is the Senior Fund Manager at PGIM. He is a CFA, CA and also holds an MS (Finance) and M.Com. degree. He has more than 17 years of experience in equity markets and finance. His previous associations were with Deutsche AMC and Deutsche Bank. Before that, he was the head of PMS at K.R. Choksey Securities. Mr. Agarwal currently manages the following funds at the fund house, Large Cap Fund,  Equity Savings Fund, Hybrid Equity Fund, and Hybrid Debt Fund.

Mr. Aniruddha Naha

Mr Aniruddha Naha is currently the Senior Fund Manager – Equity at the PGIM fund house. He holds a Masters degree in Finance and Control. He has more than 18 years of experience in the equity and debt market. Previously, he was associated with Avenues Wealth Management, IDFC Asset Management Company. Before that, he worked with Mirae Asset Global Investments and DSP BlackRock. Mr. Naha currently manages the following two funds at PGIM, Diversified Equity Fund and Midcap Opportunities Fund.

Mr. Srinivas Rao Ravuri

Mr Srinivas Rao holds a Masters in Business Administration degree from Osmania University, Hyderabad. He has more than 24 years of experience in dealing with Indian financial markets. His primary focus is in equity research and fund management. Before joining PGIM, he was with HDFC Asset Management Company, Motilal Oswal Securities. Also, he was associated with Edelweiss Capital and Securities Capital Investments. Mr. Rao currently manages the PGIM Long Term Equity Fund and PGIM India Tax Plan.

Mr. Kumaresh Ramakrishnan

Mr Kumaresh Ramakirshnan holds an MBA (MMS) and Bachelor of Engineering degree from Mumbai University. He has more than 22 years of experience as a fund manager and analyst. His expertise is in the Fixed Income markets. Before joining PGIM, Mr Ramakrishnan was the Head – Fixed Income at Deutsche AMC. He also worked with Societe Generale and CARE. Mr Ramakrishnan manages around 11 debt funds at PGIM. Some of the funds that he manages are Overnight Fund, Low Duration Fund, Insta Cash Fund, Ultra Short Term Fund, Arbitrage Fund, Credit Risk Fund,  Short Maturity Fund, Equity Savings Fund, Hybrid Equity Fund, Dual Advantage Fund Series 1, and Money Market Fund.

Mr. Kunal Jain

Mr Kunal Jain is currently the Fund Manager – Fixed Income. He holds an MBA degree in finance and marketing. He has more than 12 years of experience in fund management of fixed-income securities. Previously he was associated with Indiabulls Asset Management Company, LIC Mutual Fund, and Kotak Mahindra AMC. Mr. Jain currently manages the following funds at PGIM, Overnight Fund, Insta Cash Fund, Ultra Short Term Fund, and Money Market Fund.

Mr. Puneet Pal

Mr Puneet Pal has an MBA in Finance from Symbiosis Institute of Business Management. He has more than 17 years of experience in the Debt market. Before joining the AMC, he was associated with BNP Paribas Mutual Fund and UTI Mutual Fund. He also worked with Tata Mutual Fund. Mr. Pal currently manages the following funds at PGIM Premier Bond Fund, Banking & PSU Debt Fund, Dynamic Bond Fund, Gilt Fund, and Short Maturity Fund.

Mr. Hitash Dang

Mr. Hitash Dang is B.Com. and MBA (PGDBA). Prior to joining PGIM India Mutual Fund, he worked in Jaypee Capital Service Ltd. There he handled Institutional Sales in Equity Markets. Before that he was associated with Multiflex Lami Print Ltd., handling business development for them.

Mr. Utkarsh Katkoria

Mr. Utkarsh Katkoria is a Bachelor in Finance and an MBA. Prior to joining PGIM India Mutual Fund he was associated with DWS Mutual Fund, Reliance Industries Limited and JM Financials Limited.

Mr. Ravi Adukia

Mr. Adukia is a CA, CS, CFA. Prior to joining PGIM India Asset Management Pvt. Ltd. as Equity Analyst and as a Dedicated Fund Manager at Overseas Investments. He has also worked with Nomura Financial Advisory & Services India (P) Ltd. as Vice President (Equities). Before that, he was working with Irevna Research Services (P) Ltd (Unit of Crisil Ltd) as Manager (Research).

Mr. Vivek Sharma

Mr. Vivek Sharma collectively has over 15 years of experience in Indian financial markets. During this period his expertise was primarily in equity research. Earlier he was an Equity Analyst at PGIM. He recently became Assistant Fund Manager at PGIM India Asset Management Pvt. Ltd. in June 2021. He has also worked with ICICI  Securities  Ltd. as Equity Analyst and JP Morgan Services India Pvt. Ltd. as an Associate for their Investment Banking section.

Mr. A. Anandha Padmanabhan

Mr. A. Anandha Padmanabhan has extensive experience of over  13 years in Indian financial markets. During which he has primarily worked in the field of equity research. Since the last few years, he has been working as an Equity Analyst at PGIM India Asset Management Pvt. Ltd. He has taken up the additional charge as Assistant Fund Manager at PGIM recently. Earlier Mr. Padmanabhan was a Dedicated Fund Manager at Overseas Investments. He has also worked as an Equity Analyst at Renaissance Investment Managers Private Ltd. He was a Fixed Income Dealer at Canara Robeco Asset Management Company Ltd. prior to it.

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