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Can Corporate or Non-Individual Accounts Invest in Mutual Funds via CubePlus?

​Yes, non-individual account holders such as corporates, HUFs, partnerships, and trusts can invest in mutual funds through CubePlus. Both one-time and SIP investments are supported using UPI or NEFT for payments.

For One-Time (Lump Sum) Investment:

1. Click on the One-Time tab in the Mutual Fund section.
2. Enter the investment amount.
3. Click on Invest and confirm by selecting Yes.
4. Choose the payment mode as UPI or Net Banking.
5. Complete the payment to place the order.

For SIP Investment:

1. Click on the SIP tab.
2. Enter the SIP amount and select the start date.
3. Choose an existing mandate, or create a new one if no mandate is available. Read on how to create a new mandate.
4. Click on Start SIP to initiate the setup.

Important Notes:

1. When a new mandate is created, it may take up to 5 working days for activation. SIP orders can be placed only after the mandate becomes active.
2. Only bank accounts already linked with your Tradejini account will be shown for one-time fund transfers and for mandate creation.​

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