Shubharambh SIP TIS

NJ India Invest Pvt. Ltd.

Block No. 901 & 902, 6th Floor, 'B' Tower, Udhna Udyog Nagar Sangh Commercial Complex, Central Road No. 10, Udhna, Surat – 394210, Gujarat.
Fields Mark with (*) are mandatory.
*Partner Code *Date D D M M Y Y Y Y SIP TAR No:

Client Details:

*Client Name:

*Unique Client Code (UCC): *Demat Account No:

Scheme Option
(Please tick anyone below option)
*Scheme Name SIP
Frequency
DP DR GR

Monthly

No. of Installments SIP Amount Total Installment

SIP Date Brokerage Rate (%) Brokerage Amount
(Min.- 36 months) (Max. Rs.3000) Amount (SIP+Brk Amt)"

Bank Details:

*Bank Name:

*Account Number: * Cheque Number:

I here by declare that I am doing first time investment in Mutual Fund, I have not done any investment before through any Distributor or directly
with Asset Management Company.
I / We have read and agreed to the SIP Terms and Conditions and will be solely responsible for any consequences in case of not adhering to any
instructions mentioned in the Terms & Conditions.

*Client Signature:

For NJ Office Use Only

Date: D D M M Y Y Y Y
CRO Signature:

Acknowledgement Receipt
Client Name:
Total SIP Amount: Date: D D M M Y Y Y Y
Unique Client Code (UCC): SIP TAR No: Time: H H M M (12 Hrs. Format)

This is an acknowledgment that the TIS is received at NJ PSC on the

Date & Time mentioned above. However Transaction will be processed
Signature/Stamp of NJ PSC
subject to the payment clearance & successful outcome of the
verification of the TIS by NJ official.

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 Shubharambh SIP T&C
General :
1 The Client submitting the Transaction Instruction Slip to NJ India Invest Private Limited (NJ) shall all the time abide by these Terms and
Conditions.

2 I here by declare that I am doing first time investment in Mutual Fund, I have not done any investment before through any Distributor or directly
with Asset Management Company.

3 The SIP will be registered pursuant to the details given in the TIS (Transaction Instruction Slip) & incomplete TIS or incorrect information may be
subject to rejection by NJ.

4 NJ will check the correctness of TIS & other documents submitted before registration of Client SIP(s).

5 The Amount debited from Client's bank account for SIP transaction(s) shall include Brokerage charges, if any.

6 The Client should ensure that the Bank details mentioned in the TIS is the same as registered in Client's NJ E-Wealth Account.

7 Any correction / alteration in the TIS should be counter signed by the Client.

8 The Signature on TIS should match with signature of the Trading & Demat Account opening form.

9 The Client can register for the SIPs which are offered by NJ & are available on Exchange(s).

10 It would be the Client's responsibility to confirm with the minimum investment criteria, Frequency & Dates before submitting the TIS. Any
AMC(s)/schemes which are not offered by NJ & are not available on Exchange(s) shall be rejected.

11 The Brokerage rate specified on the UCC will be considered final for specified SIP(s).

12 First installment Cheque amount has to be total of Investment amount & Brokerage amount.

13 The Client has to ensure that there is sufficient balance in his/her bank account for making the order good order.

14 If cheque is bounced, cheque bounce penalty of Rs. 150/- will be levied to client & fresh cheque of Total Installment Amount + Penalty has to
be submitted.

15 In case if the client fails to pay such amount, recovery will be done by selling allotted units.

16 In case of any credit arising from such a order wherein the clients cheque has bounced & allotted units are sold by NJ. After adjusting for
penalties and charges, such amount shall be credited to clients bank account by NJ India Invest Pvt Ltd.

17 To process subsequent installments, Mandate has to be submitted to NJ & approved by clients bank.

18 The SIP start and End date may get changed, if the TIS & cheque are not submitted within 2 working days from the date partner has initiated
transaction.

19 In case if client SIP fund is realized in NJ account after SIP due date, Client's SIP transaction will be canceled by NJ and such transaction shall
be processed as “Purchase” on the date of realization of the funds. If for any reason, “Purchase” transaction could not be processed, the funds
will be refunded to Client's bank account.

20 If the transaction(s) are delayed / not processed due to any reason including delay / non realization of the funds to NJ India Invest Pvt Ltd from
client's bank account, NJ owes no responsibility to client or any third party, whatsoever.

21 If the transaction(s) are delayed / not processed due to any reason on the SIP due date, no back dated NAV will be given in any circumstances
whatsoever.

22 Maximum Upper Limit: Cumulative SIP amount on a particular date shall not exceed the Upper limit mentioned on the Bank Mandate. Eg: if the
upper limit mentioned on the Bank mandate is Rs10,000/- & investor has register 3 SIP of Rs 5000/- each on 1st 15th & 28th of every month, all
the SIP will be successfully registered. But he cannot register a Single SIP of Rs11000/- on a particular date.

23 If the AMC discontinues subscription option in any scheme, registered SIP(s) of such scheme will be canceled by NJ without any intimation.

24 The Mandate priority will be decided by NJ.

25 NJ reserves rights to change the terms and conditions from time to time.

26 All the disputes are subject to Surat Jurisdiction only.

Client Details:

* Client Signature:

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