Anywhere Transact

Investment opportunities can come your way at any point in time. So if you find yourself in a situation where time is of the essence, you need to have a suitable facility that would enable you to make a quick investment irrespective of where you are. It is precisely for these situations in life that we bring to you PGIM India Anywhere Transact . All you need to do is to pick the phone and transact after registering for this service by filling the Anywhere Transact Registration cum Mandate Form. This way you can make the best of all the opportunities and be better off for it!

What is PGIM India ANYWHERE TRANSACT?

PGIM India  Anywhere Transact enables Anyone to transact Anytime from Anywhere over the phone by making a Call or by sending a SMS (Read Terms & Conditions of the facility). All essential transactions like Purchase, Redemption, and Switch are possible to undertake using this facility. What’s more, we also understand that no two investors are the same, for this reason we offer the choice of 4 easy to use methods to undertake a transaction. So go ahead and choose the one that that suits your needs the best.

Choice 1: Submit a request for a transaction by calling us on 1800 266 2667

Transactions offered through this facility are:-

• This service enables you or anyone on your behalf to call us from any number to submit a request for transaction before 2 pm on all business days. This way even your friends, family and well wishers can call to submit a request if are you unable to do so for some reason. Do note that this facility is available only for existing investors of PGIM India Mutual Fund who have registered for the Anywhere Transact Facility.
• All that the caller needs to do is provide our customer service executive the Folio Number, Scheme Name, Transaction Type and Amount. Up to 5 transactions requests can be submitted in a single call.
• To confirm this transaction, our executive shall call you at your Registered Mobile Number (RMN) in our records.
• The executive will validate the transactions by confirming the answers to any 4 pre-defined questions such as Folio number / Date of Birth / PAN number / Address / Bank Account Details, etc. Once the transaction is confirmed a reference number is sent by SMS to your RMN.
• Transaction confirmation is also sent to your registered E-mail ID. You would also receive a Statement of Account in due course.

Choice 2: Transact by calling us on 1800 266 2667

• Once your call is logged, select the TRANSACTION option on our IVR menu
• For security purposes, answer security questions regarding your folio
• Complete the transaction that you wish to undertake
• A reference number confirming the transaction will be sent by SMS to your registered mobile

Choice 3: Transact through SMS on 5607030

• Once the above SMS is received at our end, we will call your RMN to get the details of the transaction and process the transaction.
• A reference number confirming the transaction will be sent by SMS to your registered mobile number

Choice 4: Transact in your “Preferred” scheme / folio by SMS on 5607030

• To make it even simpler and faster, you have an option to select & register a “Preferred” scheme & folio number in the Anywhere Transact Registration cum Mandate Form during the registration process
• Then whenever you want to transact, simply send the following keywords by SMS to 5607030.

• If you No need to wait for a callback from us, no need to remember folio number details! (Only in the case of switch transaction, we will call you back to get the scheme details.)

Registering for Anywhere Transact facility is very easy

To avail this facility, you need to fill & sign the one time Anywhere Transact registration & debit mandate form. Registration for redemption & switch transactions will take upto 5 working days (from the date of receipt of the form) and 30 working days for purchases (since the debit mandate will be sent to the your bank for registration).

So, why wait? Hurry and fill up the Anywhere Transact registration form right away!

You can download the Anywhere Transact registration form here.

Terms & Conditions

• Anywhere Transact is available only to individual investors having an existing folio with PGIM India Mutual Fund with the mode of holding as “Sole” or “Anyone or Survivor”. Please note that this Facility is offered by PGIM India Asset Management Private Limited ('the AMC') at its sole discretion with a view to facilitate the investors for transacting in the schemes of PGIM India Mutual Fund and the AMC may at its sole discretion suspend this Facility at any time in whole or in part at any time without prior notice.
• The Cut off timeline for this facility would be half an hour prior to the regulatory cut off timeline i.e. 2.30 pm in case of funds where the SEBI cutoff timeline is 3.00 pm and 1.00 pm in case of funds where the SEBI cutoff timeline is 1.30 pm. If any transaction is received after this cut-off will be considered for the next business day.
• This facility can be availed from 9 am to 7 pm on all business days.
• After every transaction, we will send a SMS to the registered mobile number and an email to the registered email address confirming that the transaction has been completed. Until we send the SMS and /or email to the investor’s registered mobile number, the transaction is not complete.
• NAV would be allotted based on the realization/utilization of funds, wherever applicable, as per the prevailing SEBI regulations/circulars issued and amended from time to time.
• For availing the preferred scheme & folio facility, an investor can register only one preferred scheme & folio per mobile number. Multiple forms with the same mobile number and different preferred schemes and folio numbers shall be rejected.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

DOWNLOAD DOCUMENTS

• Anywhere Transact Form