PPFAS - Sub Category

Which sub-category does a query fall under if an investor wants to create a new folio and he enquired about the same, but needs to update their KYC details?

• KYC Procedure/Status

• Folio related Info/NAV/Valuation/Transaction Status

• Others - Please Specify

• Adhar Card Verification

When an investor wants to know about the status of their SIP/Installment, which sub-category should be selected?

• SIP/ Installment Status

• Amount not debited

• E- mandate related

• Process informed

What sub-category should be selected if an investor inquires about the process of updating their bank mandate for SIP payments?

• SIP/ Installment Status

• Amount not debited

• E- mandate related

• Process informed

If investor asked about for multiple folio logins in PPFAS Self Invest application, kindly confirm the sub category?

• Digital Related

• Query on multiple login

• Self Invest App Issue

• Info/NAV/Valuation/ Transaction Status

Investor having the Demat folio and asking the process to update the contact details in the same, what sub category needs to be selected for the same?

• Demat Related

• Updation of contact details

• Demat KYC related

• Mobile number & Email updation

If an investor inquires about the procedure to change their bank account linked for dividend payments, which sub-category should be chosen?

• Dividend Payment Related

• Process Informed

• Dividend Reinvestment

• Dividend Payment Status

Which sub-category should be selected if an investor asks about the process of updating their PAN card number in their investment account?

• Folio related info/NAV/Valuation/Transaction status

• KYC Process/ Status

• KYC Update

• Data Entry Error at RTA Level

Investor had made an additional purchase on 11th July for Rs 5000 but yet the units are not allotted to him, what will the sub category tagging here?

• Delay in NAV

• Transaction Status

• Others - please specify

• Info/NAV/Valuation/Transaction Status

When an investor inquires about the status of their redemption request, which sub-category should be chosen?

• Redemption Status

• Transaction Status

• Others - please specify

• Info/NAV/Valuation/Transaction Status

While providing the information on Folio Creation process, the call got disconnected what will be the tagging?

• Others Please Specify

• Transaction Status

• Call disconnected while giving information

• Info/Nav/Valuation/Transaction Status