Invesco Mutual Funds

How to Invest in Invesco Mutual Funds?

Invest online in Invesco Mutual Fund house via Scripbox with ease and convivence. All you need to do is follow the steps below:

• Visit the Scripbox Website to see a list of Investment Plans: On the Scripbox’s homepage, you will find the ‘Let’s Get Started’ button. Click on it to unlock a list of Mutual Funds investment options as per your life goal. Then, pick any financial goals to start investing and click on ‘Continue’.
• Sign up to create an account with Scripbox: An existing customer of Scripbox can Sign in with their credentials. However, if you are a new customer, sign up with Scripbox and log in to your account. After logging in, the screen will display multiple payment options like ‘Every month SIP’ and ‘One-time payment’. Select one as per your cashflow. Then, click on ‘See recommended fund’ to proceed with the investment.
• Check/Change the Plan and Fund Allocation: Here, Scripbox will display a list of funds along with the amount allocated to each fund. You can change the fund or the investment amount as per your wish. You can do so by clicking ‘I want to change funds/amount’. Make sure you read all the details before proceeding. Then, click on ‘Next’ to proceed with the payment.
• Enter Bank Details and Money Transfer: In the last step, you need to enter the PAN details and bank account details. Scripbox provides a secure environment for payment, and the bank account will be only used for investing and crediting the redemption proceeds.

KYC Required To Invest In Invesco Mutual Fund

KYC or ‘Know Your Customer’ helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC that an investor has to fulfil before investing in SEBI registered mutual fund companies. A KYC form will include the investor’s identity details, address, financial status, occupation, and demographic information.

Suppose you are a resident or PIO residing in India. In that case, you can get your KYC done with Scripbox by submitting any of the following documents:

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

You can upload clear colour scanned copies of your KYC documents during the registration itself. Alternatively, you could share your KYC documents at help@scripbox.com or WhatsApp to us on +91-8884448026.

How to Download Mutual Fund Investment Statement?

The following steps will guide you to download your Invesco mutual fund investment statement using the Scripbox App:

• Firstly, signin to your Scripbox account from the Scripbox App.
• Secondly, select the ‘Investment History’ option on the ‘Profile’ tab.
• Then, scroll down, and you will find ‘Email Me’. Click on it, and Scripbox will email a link to download your Scripbox Investment History.
• Finally, click on the link to download the statement in .XLS format.

The excel statement will have the following details:

1. Orders Tab: The sheet includes the following details of transactions like Fund Name, Investor Name, Type, Investment Amount, Units Allotted, Oder NAV, STT, Folio Number and Purpose.
2. Current Holding Tab: This sheet includes a summary of mutual fund holdings like the following: Fund Name, Units, Current Value, Folio Number, and Purpose.

Top Invesco Mutual Fund Managers

Fund Manager	Type Of Fund	Number of Schemes
Taher Badshah	Equity	7
Amit Nigam	Equity	6
Pranav Gokhale	Equity	7
Neelesh Dhamnaskar	Equity	5
Nitin Gosar	Equity	2
Dhimant Kothari	Equity	5
Hiten Jain	Equity	1
Rajeev Bhardwaj	Equity	1
Kuber Mannadi	Equity	1
Krishna Cheemalapati	Debt	15
Abhishek Bandiwdekar	Debt	3
Vikas Garg	Debt	8

Explore: Best Fund Managers

Mr Taher Badshah

Mr Badshah joined Invesco Mutual Fund in 2017. With more than 24 years of experience in Indian Equity markets, he is the Chief Investment Officer – Equities at Invesco India Mutual Fund. He is responsible for equity function management at the firm. He was previously associated with Motilal Oswal Asset Management, Kotak Mahindra Investment Advisors, ICICI Prudential Asset Management, and Alliance Capital Asset Management. Mr Badshah holds a Masters in Management Studies degree in Finance from S.P. Jain Institute of Management. He also holds a B.E. degree in Electronics from the University of Mumbai.

Mr Amit Nigam

Mr Nigam joined Invesco India Mutual Fund in September 2020 and as a Fund Manager. Prior to assuming this role, he was responsible for the PMS equity management department at Invesco asset management (India) Pvt Limited. Before joining Invesco, he was associated with Essel Mutual Fund, PNB Paribas, SBI Funds Management & Reliance Industries Ltd. He holds a mechanical degree from IIT, Roorkee and PGDM from IIM, Indore.

Mr Pranav Gokhale

Mr Gokhale joined Invesco India Mutual Fund in 2008 and is currently a Fund Manager. He has more than 17 years of experience, of which over 14 years in Indian Equity markets. He was previously associated with IL&FS, ICICI Direct, International Ship Repair LLC Fujairah, and Rosy Blue Securities. Also, he holds an M.Com degree from Mumbai University. Mr Gokhale is a Chartered Accountant from the Institute of Chartered Accountants of India, New Delhi.

Mr. Neelesh Dhamnaskar

Mr Dhamnaskar joined Invesco Mutual Fund in 2010. He is currently a Fund Manager and is part of the equity investment team. His equity research and financial services domain experience is more than 14 years. Before joining Invesco MF, he was associated with ENAM (now part of Axis Bank), KRC, Anand Rathi Securities Limited. Mr Dhamnaskar holds a Commerce degree. He also holds an MMS degree in Finance from Mumbai University. Also, he is currently pursuing CFA (USA) and is a Level III candidate.

Mr Nitin Gosar

Mr Gosar joined Invesco MF in 2011 and is currently a Fund Manager. He has more than 14 years of experience in equity research. The companies with which Nitin was previously associated are IFCI Financial Services and Batlivala & Karani Securities. He holds a BMS degree. He also holds a Master’s degree in Finance from ICFAI.

Mr Dhimant Kothari

Mr Kothari joined Invesco Mutual Fund in 2011. Presently, he is a Fund Manager. He has more than 14 years of experience in financial and equity research. Before joining Invesco MF, he was associated with Credit Analysis & Research Ltd., Lotus India Asset Management and CRISIL Ltd. He is a Chartered Accountant and also holds a Commerce Degree.

Mr Hiten Jain

Mr Jain is a Research Analyst and Fund Manager at Invesco. He has more than 11 years of experience, in which ten years alone is in equity research. He previously worked with CRISIL Limited as a senior research analyst. Also, he worked with Dunia Finance LLC Dubai. Mr Jain has a BE from Mumbai University. He also is a CFA from CFA Institute, USA.

Mr Rajeev Bhardwaj

Mr Bhardwaj is a part of Invesco as an equity dealer and fund manager. He has more than 15 years of experience in the industry. Before joining Invesco, he worked with SAL Securities in the Institutional Equity Sales department. He also worked with Share Khan as a relationship manager and Motilal Oswal Securities as a Business Development Executive. Moreover, he holds an IT degree and MBA from Pune University.

Mr Kuber Mannadi

Mr Mannadi is an equity dealer and fund manager at Invesco. He comes with experience of more than 15 years in equity dealing and financial services. Also, he worked with Sahara Asset Management as an equity dealer, Wipro Business Process Outsourcing as an analyst and Capital IQ Pvt Ltd. as Research Associate. Mr Manndi holds a Commerce Degree and PG diploma in Security Markets. Also, he holds an MBA from Sri Venkateswara University, Tirupati.

Mr Krishna Cheemalapati

Mr Cheemalapati joined Invesco MF in 2011. Presently, he is a part of the fixed income investment team as a Fund Manager. He has more than 22 years of experience in the Fixed Income sector. Also, he was previously associated with Reliance General Insurance and ICAP India Pvt Ltd. He holds a BE degree from Andhra University. Moreover, he holds a PGDBA from ICFAI Business School and CFA from ICFAI.

Mr. Abhishek Bandiwdekar

Mr Bandiwdekar joined Invesco Mutual Fund in 2014. He has more than 12 years of experience in Fixed Income Markets. Also is currently playing a dual role at Invesco MF as a Fund Manager and Dealer. Also, his previous associations were with IDBI Asset Management and STCI Primary Dealer Ltd. He was also associated with Taurus Corporate Advisory Services Ltd. and A.K Capital Services Ltd. He is a commerce graduate and also holds PGDFM in Finance from I.E.S Management College of Commerce & Economics, Mumbai.

Mr Vikas Garg

Mr Garg is the head of Fixed Income at Invesco. He comes with more than 15 years of experience in credit research and portfolio management. He also worked with the L&T mutual fund as a portfolio manager. Prior to that, he worked with FIL Fund Management Pvt Ltd and ICRA Ltd in their credit research team.  He holds a B.Tech and also an M.Tech degree in Chemical Engineering from IIT-Delhi. He also has a PDGM from XLRI-Jamshedpur, a CFA charter USA.

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