ITI Mutual Fund

How to Invest in ITI Mutual Funds?

Investing in ITI Mutual Fund Schemes online via Scripbox is an easy and convenient process. All you need to do is follow the few simple steps mentioned below.

• Visit the Scripbox Website for a list of Investment Plans: On the Scripbox Homepage click on the “Let’s Get Started” button. This will unlock a list of investment options as per your life goal. To start investing in Mutual Funds Scheme, pick any of the options best suited to your financial goal. Click on “Continue” to proceed with Mutual Fund Investment
• Sign up to create an account: If you are an existing Scripbox member, Sign in with your details. When you sign in, a list of different investment options will appear on your screen. Scripbox allows investors to select the payment option. You can select “Every month SIP” or “One-time payment” option depending on your cash flow. The investment amount can be as per your financial goal and cash flow. Click on the “See Recommended Funds” to proceed for investment.
• Check the Plan and Fund Allocation: A list of mutual funds to invest in schemes and the allocated amount for the selected plan is shown on this page. Read the details before proceeding ahead. If you wish to change the fund or amount, you can do that by clicking on the option, “I want to change Funds/ Amount.” Now click on the”Next” button to make the payment.
• Bank Details and Money Transfer: Lastly, you need to enter the bank account and PAN details. Scripbox provides a secure environment for payment. A bank account is used for investing and crediting the redemption proceeds only.

KYC Required To Invest in ITI Mutual Fund

KYC stands for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfil the KYC procedure before investing in a SEBI registered mutual fund. A KYC form will include details of identity, address, financial status, occupation, and demographic information.

You can get your KYC done with Scripbox. The following KYC documents required by Resident Indians and PIO residing in India:

• Photograph
• Pan Card
•  Address proof (Aadhar Card (Both Front & Back) / Driving License/ Passport/ Voter ID Card) 
• KYC Authorisation Letter. (Please write on a paper that “I authorize 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 the clear colour scanned copies of your KYC documents during the registration itself. Or. You could share your KYC documents at help@scripbox.com or WhatsApp it to us on +91-8884448026.

How to Download Mutual Fund Investment Statement?

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

• Firstly, open the Scripbox App and Sign in to your Scripbox account.
• Secondly, under the ‘Profile’ tab, select ‘Investment History’.
• Then, click on ‘Email me’ to get an email from Scripbox. This email will contain a link to download your mutual fund statement in excel format; click on it.

The following details are included in the statement:

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

Top ITI Mutual Fund Managers

Explore: Top Fund Managers

Fund Manager	Type Of Fund	Number of Schemes
George Heber Joseph	Debt and Equity	11
Pradeep Gokhale	Equity	7
Vikrant Mehta	Debt	6
Rohan Korde	Equity	1

Mr. George Heber Joseph

Mr Joseph is the Chief Executive Officer and Chief Investor Officer at ITI Asset Management Ltd. His association with the Company started in November 2018. He has an overall 20 years of experience in Equity Research. He is responsible for the entire business of the Company.

Prior to joining ITI AMC, he has held many positions in Equity Research, Fund Management, Treasury Management and Management Consulting. 

Earlier he worked with companies both in India and abroad like –

• ICICI Prudential Asset Management Ltd.
• Tanfac Industries Ltd. (Aditya Birla Group)
• Cholamandalam Investments & Finance Co. Ltd.
• Met Life India
• Wipro, and
• DSP Merrill Lynch Ltd.

Mr Joseph holds a dual Bachelor degree in English Language and Literature and Commerce. He is also a qualified Chartered Accountant from CAI, New Delhi. In addition, he is also a Cost and Management Accountant from Institute of Cost Accountants of India, Kolkata.

Mr. Pradeep Gokhale

Mr Gokhale is the Senior Fund Manager and Head of Research at ITI asset management Ltd since November 2018. He possesses an overall 23 years of experience in Fund Management, Equity Research, Credit Evaluation and Ratings. Also, he was associated with Tata Asset Management Ltd. for 15 years. His last role was in the capacity of Senior Fund Manager – Equities.

During his stint, he managed a large spectrum of schemes.  Prior to joining Tata Asset Management Ltd. he also worked with –

• CARE Ratings Ltd
• Bombay Dyeing
• Tata International and Lubrizol India Ltd.

Mr Gokhale is a qualified Chartered Accountant from the Institute of Chartered Accountants India.  In addition, he is a Chartered Financial Analyst from CFA Institute- USA.

Mr Vikrant Mehta

Mr Mehta has been a fund manager at ITI AMC since January 2021. Prior to joining ITI, he was with Indiabulls AMC, Kotak Mahindra Mutual Fund, AIG India Liaison Office, NVS Brokerage Pvt Ltd, JM Morgan Stanley Fixed Income Securities Pvt Ltd and Mata Securities India Pvt Ltd. He is a CFA and also did M.S.

Mr Rohan Korde

Mr Korde has been a fund manager at ITI AMC since May 2021. Prior to joining ITI Mutual Fund, he was with BOB Capital Markets, Prabhudas Lilladher, and Anand Rathi Share & Stock Brokers. Mr Korde is a Masters in Management Studies (Finance), and also did Bachelors of Commerce.

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