Taurus Mutual Fund

How to Invest in Taurus Mutual Funds?

Invest online via Scripbox. It 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
• Signup and 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 online 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: In the last step, 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 Taurus Mutual Fund via Scripbox

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 company. 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

One can upload the clear colour scanned copies of their KYC documents during the registration itself. Or. They could share your KYC documents at help@scripbox.com or WhatsApp it to us on +91-8884448026.

How to Download Taurus Mutual Fund Investment Statement?

You can use the following steps to download your mutual fund investment statement using the Scripbox App:

• Firstly, download and open the Scripbox App
• Then, go to the ‘Profile’ tab
• Next, select the ‘Investment History’ option to access your investment details
• After that click on ‘Email Me’ to receive your Scripbox Investment History in your inbox.
• Now, once you receive the email you can access the investment details through the link. Click on the link to download your investment statement in excel format.

The excel statement will have the following details:

• Orders Tab: You can view all the details regarding your investment in this section. It includes the folio number, investor name, fund name, amounts invested, units allocated, NAV, STT, and purpose.
• 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 Taurus Mutual Fund Managers

Explore: Top Fund Managers

Fund Manager	Number of Schemes	Type of Scheme
Prasanna Pathak	8	Equity & Debt

Mr. Waqar Naqvi

Mr. Waqar Naqvi is the CEO of Taurus Mutual Fund. He is an ICWA from the 1991 batch as well as an MBA specializing in Finance and the Market. He has close to 27 years of experience in the investment, finance, and mutual fund industry. His extensive career spans all facets of financial services. Asset finance and asset management are his specialties. He has previously worked with Thermax, Apple Finance, Escorts Finance and GE TFS Ltd., and Birla Sun Life Asset Management Company. He worked as a Business Head, Portfolio Management Service, and Offshore/International Business Service at Birla Sun Life Asset Management Company.

Mr. Prasanna Pathak

Mr. Prasanna Pathak is the Head of Equity and Fund Manager at Taurus Mutual Fund. He is a B.Tech. (Chemical) from LIT. Additionally, he has also done his PGDM (Finance) from S.P. Jain Institute of Management – Mumbai. He has over 17 years of experience in the field of research as well as Finance and Money Management. He has earlier worked with some very esteemed organizations like UTI Mutual Fund, India First Life Insurance, and Hindustan Unilever Ltd.

Mr. Dheeraj Singh

Mr. Dheeraj Singh is the Head of all Investments at Taurus Mutual Fund. He is responsible for all Equity and Debt investment schemes of the company. He has extensive experience in multiple segments of financial services in India. It includes Mutual Funds as well. Earlier he has worked with Sundaram Asset Management Company. He worked at various positions before becoming the Head of Fixed Incomes there.

Mr. Alok Singh

Mr. Alok Singh is a B.A. and M.B.A. Before joining Taurus Asset Management Company Ltd., he has worked with other popular fund houses. He has also worked with Aviva Life Insurance Company Ltd., Anand Rathi Shares & Stock Brokers Ltd.

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