Nature

Welcome to Indian Investment Services! We are happy to offer you a 3 in 1 lifetime free Investment Service Account (ISA_A/C) to manage your mutual funds, the safest and most secure way to grow your wealth.

What is a 3-in-1 Account?

  • 1. Buy
  • 2. Sell
  • 3. Compare

What is an Investment Service Account?
An Investment Services Account gives you complete control over your mutual funds- to purchase, redeem, switch funds, and compare funds with different peer groups in terms of performance. The opening fee for ISA is 100% free of cost without any annual maintenance charges.

Let’s enjoy the freedom to invest online as you please with the added convenience of investing from the comfort of your home directly through Bombay Stock Exchange (BSE Ltd). Please note Investment Services Account (ISA) is applicable only for mutual funds transactions.

What are the requirements to open an ISA/C?

  • ● The applicant needs to be an existing bank account holder (any bank), since a customer ID is mandatory.
  • ● The applicant needs to be KYC compliant. It’s mandatory for investments in mutual funds irrespective of amount.
  • ● If you are not KYC compliant, then will do fresh video KYC/eKYC while opening Investment Services Account.
  • ● Customer email ID is mandatory as the account opening application form must be verified via UCC authenticate from your registered email ID.
  • ● Nomination details are mandatory requirements must be verified via registered email ID.
  • ● Documents like PAN Card, Address Proof, Live Photo, Cancelled Cheque & your Signature Image required.

What are the benefits of ISA?

  • ● Redemption and Purchase transaction is directly credit or debit from your bank account only via various options such as CHEQUE, UPI, NEFT, NETBANKING or MANDATE.
  • ● All customer transactions are validated based on a two-factor authentication system via mobile OTP only.
  • ● Track NAV, fund value and all details of across holding can be viewed or download easily within a single click.
  • ● Get access to recommended Mutual Funds handpicked by our in-house research system.
  • ● Perform all transactions such as Purchase, Redemption, Switch, STP, SIP and Compare Fund Performance online.
  • ● Safe and secure online & offline transactions with bank grade security system of BSE Ltd.

What is the difference between Demat A/C and ISA A/C?
The key difference between a Demat Account and an Investment Services Account is that a demat account is used to hold your securities such as your share certificates and other documents in electronic format whereas an investment services account is used for buying, selling, and comparing mutual funds across all AMCs. The combination of Buying, Selling and Comparing is known as a 3-in-1 account offered by Indian Investment Services.

Why Mutual Fund ISA?
Mutual Fund Investment Services Account is the most safe and secure way to grow your wealth across all asset class. Mutual funds give you the ability to easily invest in increasingly complicated financial markets. Mutual Funds could be Equity funds, Debt funds, Floating rate debt or balance funds. A large part of the success of mutual funds is also the advantages they offer in terms of diversification, professional management, and liquidity.
Investing in Mutual Funds through Indian Investment Services (AMFI Registered Mutual Fund Distributor) is more rewarding than ever before. With the Investment Services Account, you can easily carry out transactions and have complete control over your portfolio across AMCs. In case of SIP (Systematic Investment Plan) ISA is easy and convenient to manage and invest with multiple fund houses without any physical intervention or dependency.

Let’s understand Systematic Investment Plan (SIP) with ISA.
The SIP is an approach which involves investing a set amount at regular intervals rather than investing a larger lump sum amount in one shot. This way, you are not attempting to capture the highs and lows of the market but rather the cost of your investment is averaged over a period. The essence of SIPs is that when the markets fall, investors automatically acquire more units. Likewise, they acquire lesser units when the market rises. This means that you buy less when the price is high whereas you buy more when the price is low. Hence, the average cost per unit drops down over time.

What makes mutual fund SIP more special via ISA?

  • ● SIP gives you the flexibility to decide and invest a fixed amount monthly for a fixed period in the schemes of your choice.
  • ● Invest small amounts of starting investment as low as rupees one thousand per month or per day for any given period.
  • ● Freedom of timing the market rupee cost averaging helps you for average out the cost of investment during the tenure.
  • ● Long term benefits from the power of compounding to get exponential returns out of your investment by investing for a longer horizon.
  • ● Stay invested in mutual funds through SIP to shield yourself from market volatility and to cover money devaluation due to inflationary times.
  • ● Start your wealth creation journey through SIP to match your long-term financial goals by choosing portfolio or funds you wanted.


Thank you so much for your interest and look forward to serving you better!!!