How to rematerialise mutual funds?

Rematerialisation is the process of converting units from demat mode to physical mode, RTA mode, or offline mode.

Clients must stop all ongoing SIPs before initiating rematerialisation. To rematerialise mutual funds, submit the following documents:

• 2 Remat request forms (PDF) signed in signature with DP and signature with RTA fields for each ISIN, fund, or folio.
• Self-attested Address proof. Proof can be any one of the following: Voters ID, driving licence, passport, Aadhaar, bank statement. If an Aadhaar is being submitted as proof, ensure that a masked Aadhaar is submitted, To learn how to get the masked Aadhaar, see How to download masked Aadhaar?
• Self-attested PAN.
• 1 Annexure (DOC) for each mutual fund signed in the signature with DP and the signature with RTA fields.

Once all the documents are ready, create a ticket and attach a soft copy of all the documents. The documents will be reviewed in case any corrections are required. After they are reviewed, courier the documents to:

Zerodha,
153/154, 4th Cross, J.P Nagar 4th Phase,
Opp. Clarence Public School,
Bengaluru - 560078

Charges for rematerialisation:

The rematerialisation request will not be processed if the Zerodha account does not have enough funds to cover the charges. To learn more about the charges, check out the tariff sheet.

Note

¹ If an ELSS investment is made using SIPs, rematerialisation charges will be levied for every instalment. Assume 10 monthly SIPs are made into an ELSS fund, and a rematerialisation request is placed. Charges will be applicable for each individual SIP instalment.

Did you know? Rematerialisation of mutual funds can take up to 25 working days.