Steps for eMandate

Go to www.karvyonline.com Invest Now Invest in MF in 5 Minutes

Login using your Mobile no or Pan Card

Alternatively, You can also Login using

your trading account credentials

Enter your Client Code

Select your secure image,

enter your password and click LOGIN

Answer your security questions

and click CONTINUE

You will land on the Dashboard screen.

Click Invest Here to invest in Mutual Funds

You can either invest in a customized portfolio

or create your own portfolio for investment

Select Customized Expert Portfolio

to invest in customized portfolio

Select the fund you wish to invest in and click Invest

Select Create your Own Portfolio to create

a preferred portfolio for investment

To create your portfolio, select your scheme

Select Category - Debt, Equity and Hybrid

Select AMC

Select Fund

Click on Proceed

For Lump Sum Investment:

Select Lump Sum |Enter the investment amount | Click Proceed

For SIP Investment:

Select SIP frequency |Select SIP date | Select SIP duration | Click Proceed

This will bring you to Purchase Confirmation Detail Page

Select eMandate as Payment Mode (for automatic payments every

month) | Check the below two boxes |Click Proceed (This will redirect to

the bank website)

Following screen will appear

(Asking to complete the eMandate registration process) Click OK

Go to MY PROFILE to register for eMandate

Click to update Aadhaar No.

Your details are successfully updated

Now click on

eMandate registration

Check your eMandate debit enrolment details

Select “Bank name” from the drop down menu

Click check box & Click to “Proceed to Sign using Aadhaar ”

Following Aadhaar verification screen will appear,

To verify your Aadhaar Number: Check the check box & Click Generate OTP

(An OTP will be sent to your Aadhaar linked Mobile number.)

Enter the OTP and click Submit

Confirmation of the set instruction with details will appear

Please Note: The standing instruction is subject to bank clearance and the process can take up to 3

working days. Once the process is completed at the bank’s end, an email will be sent to the registered

email address.

Click CSS to get a call back from our

Customer Support Services (CSS)

Enter your name and mobile number & Click Submit

Thank You