SC Invest: Your Guide to Investing in Mutual Funds Online

Log on to SC Mobile or online banking, click on ‘Investing’ and select ‘SC Invest’, and on the landing page select ‘Open my Investment Account’. Watch this video to know more.

Knowing your investment profile helps us understand your risk appetite and offer funds suited to your profile. To set up or update your Customer Investment Profile, log on to SC Mobile or online banking, click on ‘Investing’ and select ‘SC Invest’, and on the landing page select ‘Complete Investment Profile Now’. Watch this video to know more.

Purchasing mutual funds is very easy with SC Invest. Simply log on to SC Mobile or online banking, click on ‘Investing’ and select ‘SC Invest’, and on the landing page bottom bar select ‘Buy’. Watch this video to know more.

To set up a Systematic Investment Plan in mutual funds online, simply log on to SC Mobile or online banking, click on ‘Investing’ and select ‘SC Invest’, and on the landing page bottom bar select ‘SIP’. Watch this video to know more.

To redeem funds, simply log on to SC Mobile or online banking, click on ‘Investing’ and select ‘SC Invest’, and on the landing page bottom bar, select ‘My Holdings’. Watch this video to know more.

No, there are no documents required – the process is completely online. Please watch the video on opening an investment account for more details.

No. You do not need to pay any fees or charges.

• Instant Investment Account set up
• One view of all your investment holdings, to keep track of your wealth
• Curated list of top fund ideas & curated SIP packs, to help you decide
• Option to buy, sell, review portfolio on the go
• Wealth Specialists to assist you

• A call scheduler is available on our website, should you need assistance. Select a preferred slot for a call back and submit your details to receive a call back.
• Find out the top performing Mutual Funds to invest in using “Fund Select”
• Explore the “Recommendations” section in the App
• You can also contact your RM or visit the branch for more assistance.

We endeavor to offer the best we can to our client

• SC Invest is a DIY platform that offers a seamless onboarding and transaction journey, making investing easy for clients
• Our views on the economy and local and global market intelligence empower customers to make informed decisions
• We deliver investment solutions to our clients using a comprehensive 5 step investment process.
• We help clients grow their wealth through our diverse intelligence and our strong open-architecture investment platform delivering best-in-class products & ideas
• Our wide range of capabilities showcase our house views to help guide your investment decisions

Yes, you must log in to SC Internet banking or the SC Mobile application, open the menu, click on Investing and select the SC Invest option. Alternatively, you can log in to the SC Mobile Banking app and click on “Explore SC Invest” on the home page.

First, open an investment account. Watch this video to know the steps.

After opening an investment account, create your investment profile by clicking on the Investment Profile section under the “Investing” tab. For assistance, you can reach out to our Wealth managers here

Understanding and assessing your risk profile is a critical step in the financial planning and investment process. Your risk profile represents the amount of risk that you are willing to take with your investment portfolio. The bank needs to understand their client’s risk appetite, age, income levels, investment duration, investment objective, among other information, so that suitable investment products can be showcased based on one’s risk appetite. Watch the video to learn how to complete your investment profile on SC Invest

Under SEBI guidelines, investing in mutual Funds operating in India requires investors to complete a KYC (Know Your Customer) procedure, called Mutual Fund KYC or KRA KYC.

SEBI has prescribed certain requirements relating to KYC norms for Financial Institutions and Financial Intermediaries, including Mutual Funds, to know their customers. KYC establishes an investor’s identity & address through relevant supporting documents such as a prescribed photo ID (e.g., PAN card), address proof, and In-Person Verification (IPV). KYC compliance is mandatory under the Prevention of Money Laundering Act, 2002, and Rules framed thereunder, read with the SEBI Master Circular on Anti-Money Laundering (AML) Standards/ Combating the Financing of Terrorism (CFT) /Obligations of Securities Market Intermediaries. Investors can choose to complete their KYC through any of the listed KYC Rating Agencies- CVL, NSE, NSDL, CAMS, or KARVY.

Standard Chartered Bank (India) offers an RM-assisted order facility to its customers for investing in Mutual Funds. Customers can get in touch with their RMs or Wealth managers, who can place orders for their customers through the bank’s mutual fund order placement platforms (subject to T&Cs). Such orders are executed only after due authentication by the customer.

Recommendations are pre-packaged SIP packs curated by SCB experts for you. Backed by SC’s house views, it showcases high-conviction funds tailored to meet your risk appetite. This feature allows you to choose between a monthly or lump sum investment in mutual funds. Based on your risk profile and selected investment amount, the system recommends a set of mutual funds. You can adjust the investment amount for each recommended fund before confirming your investment. You also have the option to add a fund of your choice or delete the recommended fund in the pack. To know more, schedule a call with our Wealth manager

This feature allows the customer to schedule a call with a wealth manager to discuss investment products and get their investment-related queries answered. The feature is available for Personal and Premium banking segment customers only. You can choose a two-hour time slot during which the wealth manager will call you. click here to schedule a call.

No, there are no documents required – the process is completely online. Please watch the video on opening an investment account for more details.

No. You do not need to pay any fees or charges.