Get Rid of Paperwork Hassles by Investing in Principal Mutual Fund Online

Want to get devoid of endless paperwork hassles that are associated with while transacting in Principal Mutual Funds? Well, in that instances, choose online transactions. The online transactions raise the frequency of selecting a particular scheme on a spontaneous basis or formulate decisions whether to buy, liquidate, switch or hold the Principal Mutual Fund units of a particular scheme. The online mode is a quick method to facilitate your all forms of transactions, thereby, sufficing you with Principal Mutual Fund statement in order to track your investments where they are heading to over a particular period of time.

Principal Mutual Fund Login

Invest in Principal Mutual Fund in the following ways:

1. For Existing Investors with IPIN

Existing investors are required to follow the simple steps:

• Get yourself registered with your User ID, Password, and IPIN
• Access to Net Banking Account with any one of the chosen banks that is associated with Principal Mutual Fund in order to invest in any of the schemes.
• Get the provision for online transactions by registering/conforming your PAN details
• Ensure that you have conformed with all the KRA Compliance requirements which are mandatory for all the Investors irrespective of the transaction amount.
  

2. For New Investors

Are you a new investor with Principal Mutual Fund? Just follow the simple steps as required:

(i) Select a Fund

• Recognize the scheme category and scheme name
• Identify the Investment Mode-Direct or Regular
• Select the 'Go' button in order to proceed further

(ii) Investor Details

Furnish the details of the applicant -First/Second/Third Applicant as mentioned below:

• Name of the Applicant
• Gender
• Father's Name
• First Applicant Date of Birth
• PAN of First Applicant
• Category-Resident/Non-Resident
• Status-HUF/Individual/Minor
• Occupation of First Applicant
• Mode of Holding-Anyone or Survivor/Single/Joint
• Income Slab of the First Applicant
• Politically Exposed Applicant1-Yes/No
• Related to Politically Exposed Applicant 1-Yes/No
• Country of Birth of First Applicant
• Place/City of Birth
• Address given at KRA
• Country of Citizenship/Nationality of Applicant 1
• Select country name of Tax Residency Applicant 1
• Foreign Tax Id No Applicant 1
• Applicant Residence No
• First Applicant Mobile No
• First Applicant Email

(iii) Purchase Application Form: This step request you to fill up the details where you are required to mention the number of units you wish to hold and the time frame you wish to stay within your scheme.

(iv) Investor Detail Confirmation : Give confirmation of your details.

(v) Purchase Confirmation: Subscribe the number of mutual fund units for which you are assured of. Give your confirmation details once you have finalized your purchase.

Principal Mutual Fund Online SIP

Don't wish to park away the entire lump-sum in one go while investing? Choose SIP then, as systematic investment plan is an option to go with whenever you wish to employ your money at frequent basis (either monthly/quarterly). In this manner, you may get a specified portion from your scheme and successfully been able to construct your corpus amount for a particular period of time. In short, SIP is the best alternative for you to invest in order to develop a disciplinary form of investing.

Principal Mutual Fund Common Application Form

Fill in the following details while you transact in Principal Mutual Fund schemes. Download the common application form online and start your journey of form filling.

1. Your name and complete address
2. If you are an NRI, your overseas address and proof to mention is compulsory
3. Bank details are obligatory, and should be correctly mentioned
4. Attach any of the mandatory documents, like proof of KYC compliance/acknowledgment wherever required.
5. Correctly fill-in your PAN details
6. Mention the mode of holding i.e. Single/Joint/Either
7. Signature of all the applicants is a must-to-do thing
8. For minor details, consider following details to be attached along with as:

• Date of birth with proof
• Name of the guardian(either the natural guardian or court-appointed legal guardian)
• Proof of guardian's relationship with the minor
• Signature of the guardian

    9. Fill in your scheme name in the application form, and select the Plan i.e. Regular and Option as of Growth/Dividend(For dividend option both Re-investment or Payout options are available).

Principal Mutual Fund Schemes

Amidst various schemes available, choose the one that exactly correlates your financial goals. Invest from amongst several Principal Mutual Fund schemes offered by the AMC.

• Principal Dividend Yield Fund
• Principal Emerging Bluechip Fund
• Principal Smart Equity Fund
• Principal Arbitrage Fund
• Principal Large Cap Fund
• Principal Growth Fund
• Principal Index Fund – Nifty
• Principal Equity Savings Fund

• Principal Personal Tax Saver Fund
• Principal Tax Savings Fund
• Principal Balanced Fund
• Principal Dynamic Bond Fund
• Principal Short-Term Income Fund
• Principal Debt Savings Fund
• Principal Money Manager Fund
• Principal Low Duration Fund
• Principal Credit Opportunities Fund
• Principal Government Securities Fund
• Principal Cash Management Fund
• Principal Global Opportunities Fund
• Principal Asset Allocation Fund of Funds

Disclaimer: Mutual Fund Investments are subject to market risks, read all scheme related documents carefully before investing.