How do I purchase mutual fund units on FundsGenie?

1. Lumpsum/One-time Purchases: 

Step 1. Log in to FundsGenie and search for the desired fund 

Step 2. Select Lumpsum
Step 3. Enter the required Lumpsum Amount 

Step 4Select the Order Type > Proceed

Step 5. Select your Bank Account > Proceed

Step 6. The payment can be made in 4 ways:

The payment process varies based on your order type (Physical / Demat)

Physical- You will be required to authenticate the order placement through the email/SMS sent to your contact details registered with the folio (existing investments)/your account (fresh purchases), and then proceed with the payment. 

Demat- You can select the desired option and make the payment.

  • UPI- Enter the UPI ID of the bank account registered with the concerned folio. A notification will be sent to your UPI app from which you can proceed with the payment.

  • NEFT/RTGS- If your bank is not on the list of BSE registered banks, BSE's bank account details for NEFT/RTGS transfers will be displayed. You will have to add this account as a beneficiary (in your net banking account) and make the payment via NEFT/RTGS.

    Please ensure that you make the transfer from your registered bank account on the order placement day. Once the transfer is made, the transaction reference number must be updated in the payment confirmation email sent from BSE to your registered email ID. This is done in order to validate the payment against your order.

  • Payment Gateway (Net Banking)If your bank is registered with BSE, you will be redirected to your net banking page to make the payment.

  • Mutual Fund Order Payment Confirmation Link- An email will be sent from BSE to your registered email ID. There is the provision to pay via UPI/net banking/NACH mandate (if authorised).

2. Learn about starting a Systematic Investment Plan (SIP) on FundsGenie

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