Digital Onboarding

Investor can invest in the Marcellus Global Equities Fund via the following routes:

Digital Onboarding (Recommended & Available for Individuals):

Click here Marcellus Global Equities Fund and then Invest Now

Powered by KFintech (RTA) and Leegality (e-sign platform)

Step 1: Create Login / Sign in via mobile and email and click on start application.

Step 2: Fill in the PAN & Mobile No (which is registered in CKYC). If your CKYC is not registered, you will not be able to proceed with digital onboarding and you will have to go the physical route. You can check your CKYC registration by giving a missed call to 7799022129 or by visiting www.ckycindia.in

Step 3: Select Direct or Distributor as the case maybe, post this all your details will get fetched from CKYC portal. You need to fill in few mandatory fields marked *, keep clicking on save and proceed on every page. Pls follow these for each holder in case of joint application.

Step 4: Fill in nominee details and bank details. Click on Verify bank details, the system will do a penny drop to verify your bank, incase this fails you will need to upload valid bank proof like personalised cheque copy or latest bank statement in your name at a later stage.

Step 5: Fill in the investment amount, min is $5000, there is no upper limit. On the next page, all the documents & details fetched form CKYC portal will be visible. Incase any of the document was not available in CKYC, you will need to manually upload the same. Basic documents to be kept handy while signup, Aadhar, Pan, Bank proof & wet signature. In case you wish to change any details, you will need to proceed in via the physical mode. You can review the complete application on the next page.

Step 6: Select the mode of payment either online or offline. If you have bank account with HDFC, ICICI, AXIS or IDFC, choose the online mode and make seamless LRS payment during the journey itself via payment aggregator Glomopay. If any other bank you can choose offline.

Step 7: If you choose online, you will be directed to the payment page, on top left side you can see the break up of the charges and conversion rate. On top center you will be able to see your bank account number, fill in your bank customer id and click on continue. Once you authenticate the payment via your net banking credentials, your LRS payment is initiated. Post this your bank will process the payment subject to balance in your bank and LRS limits. Bank usually takes 1 working day to process this, post which your bank account will be debited. If you choose offline, you will be directed to e-sign without making the payment.

Step 8: Final step is to proceed with e-sign with the help of aadhar OTP, make sure pop ups are enabled and allow your system to capture location and take picture during this process. Follow the instructions on the page.

You will see a message on the screen on the successful application signup. Now your application is sent to RTA KFintech for verification and approval.

You will receive email acknowledgements on the signup. Once RTA KFintech approves the application and we have received the payment you will receive the respective confirmations on email. It usually takes 1-2 working days.

Once the funds are realised in Fund’s bank account, units will get allotted on T+1 day subject to daily cut offs.

Physical Onboarding (Individuals & Non Individuals)

• Download and fill the application form
• Sign, scan and send along with attested documents mentioned on the form.

Submit scan to: gift.retail@marcellus.in and once approved courier hard copies to RTA KFin’s GIFT City office address mentioned on the form.

Download forms this page (bottom left): https://marcellus.in/portfolio-management-services/marcellus-global-compounder-equities-fund

For Support

Call: 1800 410 2990

Email: gift.support@marcellus.in