How to create new folio in Mutual Funds

How to create new folio in mutual funds ? I want to track funds separately which is invested on the same fund in different times … pls help

Hi Kishore,

As of now, Jupiter App clubs all the investments in the same funds( whether in the same or different folios) for better user understanding. This is as per the requirement of most investors. We also strive to ensure that all investments in a particular AMC are also in one single folio (wherever possible). This is again as per what most users want/require. However, if the user has more than 1 folio in the same fund, we allow users to choose the folio at the time of redemption.

Please do let me know the exact use case that you are referring to and I can check what best can be done.

regards

Vivek

1 Like