Wealth Master
June 16, 2025 at 02:57 PM
🔍 Step-by-Step Guide: Using SEBI MITRA to Find Forgotten Mutual Fund Investments 🧾💡
✅ 1. Visit the Official Portal 🌐
Go to 👉 MFcentral.com – the official platform for SEBI MITRA.
🧾 2. Enter Your PAN 🪪
Input your Permanent Account Number (PAN) to begin your search.
🔐 3. Verify Your Identity 📲
You’ll receive a One-Time Password (OTP) on your registered 📞 mobile number or 📧 email.
👉 Enter the OTP to proceed.
🛠 4. Provide Additional Details (Optional but Helpful) 📝
To boost your chances of locating old folios (especially pre-2006), you can add:
📱 Registered phone number
📧 Email address
🏦 Bank account number
🏙 City, PIN code, or address
🎂 Date of birth or 🧾 Nominee details
💡 These help locate folios created before PAN became mandatory.
🔍 5. Initiate the Search 🚀
Click “Proceed” to start looking for inactive or unclaimed folios linked to your inputs.
🔄 6. Review and Update KYC (If Match Found) 📋
If any folios are found:
🛂 Follow the steps to update your KYC
💸 Begin the process to reclaim your investments
📌 Important Points to Remember 🧠📎
💤 Inactive Folios 🕰
A folio is considered inactive if:
There have been no investor-initiated transactions (financial or non-financial) for 10 years ⏳
But it still holds a balance 💼
🔁 Multiple Search Attempts Allowed 🎯
You can make up to 25 search attempts per user 👤 — giving you plenty of chances to find what’s yours! 😄
🏢 Platform Availability 🌍
SEBI MITRA is managed by: 🏛 KFin Technologies & CAMS (India’s top QRTAs)
Also accessible via:
🌐 MF Central
🏢 Mutual Fund AMCs
📊 AMFI
🏛 SEBI
🎉 Start your search today and take a step closer to reclaiming your forgotten investments! 🪙📈
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