Client corner
Everything existing clients need in one place: service requests in one tap, your yearly review checklist, the money calendar and self-service links.
Service desk
Tap a request. WhatsApp opens with the message ready; add your name and send.
Start a new SIPWhatsApp →
Change or pause a SIPWhatsApp →
Update my nomineeWhatsApp →
Redeem / withdrawWhatsApp →
Account statementWhatsApp →
Capital gains statementWhatsApp →
Update bank, mobile or emailWhatsApp →
Book my annual reviewWhatsApp →
Never share OTPs, passwords or PINs with anyone, including us. We will never ask for them.
Your yearly review checklist
Tick as you go. Your ticks are saved on this device only.
Money calendar (financial year)
- AprilNew financial year: give your employer the investment declaration, restart SIP step-ups, review nominees.
- By 15 JuneFirst advance tax instalment (15% of the year's tax), if applicable. Employers usually issue Form 16 by mid-June.
- By 31 JulyUsual income-tax return due date for individuals not requiring audit. Download your capital gains statement first.
- By 15 SeptemberSecond advance tax instalment (45% cumulative).
- By 15 DecemberThird advance tax instalment (75% cumulative).
- January–FebruarySubmit proofs of tax-saving investments to your employer.
- By 15 MarchFinal advance tax instalment (100%).
- Before 31 MarchComplete Section 80C investments if you use the old tax regime; consider harvesting up to ₹1.25 lakh of equity long-term gains tax-free.
Usual dates; the government sometimes extends deadlines. Confirm each year with your tax adviser.
Self-service
- MF Central — view all your mutual funds, update details, download statements
- CAMS and KFintech — registrars for most fund houses; consolidated account statements
Documents to keep
- PAN, Aadhaar and a cancelled cheque
- Latest consolidated account statement
- Capital gains statement for each year
- Nominee acknowledgements
- Your family binder with every account listed