Mutual Funds

Invest hassle-free in the best funds and multiply your wealth

Paterson offers web-based as well as mobile based transactional portal and the best in class advisory services. With our dedicated advisors and an array of financial tools and resources at your disposal, we can get you up and running with the best set of investments in no time.

https://www.paterson.co.in/couch/uploads/image/blank.png # # #
- G. Lakshminarayanan
Former Chairman, Indian Bank
“I had the privilege of intimately knowing the Company [Paterson & Company]… both in my banking career at IOB and Indian Bank, as also my personal investment interest in the primary and secondary share market. I pay my tributes for the highly professional bearing and the exemplary reputation you have built up for probity and caliber!”
Privileges only for you guys

Benefits of investing in Mutual Funds with us

Web-Platform & Android App

Folios a Click/Tap Away

Expert
Advise

Free for
Life Account

Safe and Secure Transactions

Exhaustive Financial Tools

Prompt and Periodic Reports

Dedicated
Advisors

Frequently Asked Questions

We believe in simplicity in our approach and transparency in our dealings.

What is the procedure for opening a mutual fund transaction account with Paterson?

You need to do a one-time registration of your account opening form with us, to enable your free for life account with us.

Is there any paperwork involved in the purchase and redemption of mutual funds?

There is absolutely no paperwork after the registration process. The transactions are done through our Mutual Fund app - Paterson Wealth. Your account is also available for access and transactions through the online through the web login.

How do I access the web login and Paterson Wealth app?

The web login is available in the top right corner of the homepage of this website. A link for Paterson Wealth is included in the website. It is also available in play store under the name PATERSON WEALTH.

Attention Investors:
Prevent unauthorized transactions in your DEMAT/Trading account --> Update your mobile numbers/email IDs with your Depository Participant/Stock Brokers. Receive alerts for all debit and other important transactions directly from Exchange/CDSL/NSDL on your registered mobile no. /email id at the end of the day. KYC is one-time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.ASBA : "No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.……………………… Issued in the interest of Investors.

Procedure to file a complaint on SEBI SCORES: Register on SCORES portal.

Margin

  1. Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
  2. Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.
  3. Pay 20% upfront margin of the transaction value to trade in cash market segment.
  4. Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 dated August 31, 2020 and other guidelines issued from time to time in this regard.
  5. Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month.

Kindly make sure you read the account opening documents as prescribed by SEBI. Secure your account from unauthorized transactions by updating your mobile numbers/email IDs. Recieve information directly from the exchange on your mobilie/email at the end of the day.Issued in the intrest of the investors. In case a client has any query/feedback/clarification/complaint write to customer.grievance@paterson.co.in