OPERATIONAL SERVICE DESK·Standardized Mutual Fund Service Initiation
Submit an Investor Service Request
Select your required service category below to view the verified documentation checklist. Fill in your context so our operations desk can assist you with the verified forms and steps.
Initiate: Change of Bank Mandate / Addition
Enter your contact details to generate your tracking dossier.
Zero-Password Policy: We will never ask for bank passwords, UPI PINs, or OTPs. Official documents are verified securely per regulatory guidelines.
Required Checklist
3–5 Working Days- Cancelled Cheque with investor name pre-printed (New Bank)
- Latest 3-month Bank Statement with branch seal (if name not printed)
- Old Bank Account proof (Cancelled cheque or passbook copy)
- Self-attested PAN card copy
Verification Watchpoint:
Handwritten account details on cheques without printed names require bank branch manager attestation.
Need Direct Guidance?
Our operations desk in New Delhi is available Monday to Friday (10:00 AM – 6:00 PM) for guidance.
+91 98112 00000 / 011 4100 0000
ops@ontrackassets.com