KboltGo vs Invest

To enhance the digital journey experience for our AMC partners in promoting sales of Mutual Funds thereby partnering in growth, we are happy to announce the launch of our flagship product Kbolt Go Mobile APP. We strongly believe that this initiative of ours, will add great value to AMC sales channel in reaching out to a larger set of audience and transform the investor experience. The all in one app allows AMC sales team to initiate transactions seamlessly on digital mode for investors who can complete the payment digitally (Netbanking or UPI) and for investors preferring conventional method of paper based transaction the Phygital Mode (Scan and upload) is available as an option. We have enabled both Direct and Regular schemes for the investments. Key features of KBolt Go application are as follows: Client search options: PAN Mobile Folio No. Email id Onboarding: eKYC - online IPV (checkbox) with esign *as per new KYC guidelines, esign has been made mandatory, we are integrating the same across all our digital assets. KRA will be charging for this service exclusively. Transactions Digital Mode: New Purchase Additional Purchase Redemption and Switch SIP, STP, SWP SIP, STP, SWP Cancellations SIP Pause Payment Modes: Net-banking UPI Existing KOTM Phygital Mode for all types of CT: Select Scheme, Plan, option Enter mobile, email Click & Upload Submit *Electronic time stamp affixed on the scan image based on upload time. *Instant acknowledgment to the investor Other services and options: Statement of Account Fetch Investor Portfolio details NAV Charts Login options - Quick login (PIN and Pattern)

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