Simple steps to complete your transfer

Provide investor & claimant details
Review & complete forms. Notarize if required
Submit documents at the nearest DSP office / Point of Service

Select your role to see the exact steps, documents, and requirements.

I’m a claimant I want to transfer mutual fund investments to my name and need guided support.

I’m a financial advisor I want to check requirements and download the necessary forms.

Frequently Asked Questions

How can I get help if I’m stuck?

You can call our support team or write to us. We’re here to guide you through each step of the process.

Can I save my progress and continue later?

Saving progress is currently available for claimant requests. Financial advisors can restart the process if needed.

Can I complete this process fully online?

Some steps can be completed online, but document submission may require a visit to a DSP office or Point of Service.

Can someone assist me offline?

Yes, you can visit your nearest DSP office or connect with your financial advisor for assistance.

Contact us

+91 22-62564690

support@dspim.com