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How can I merge all offline folios into one online folio?

For consolidation of all the folios, investor has to first submit at nearest ISC a duly signed written request by all the holders of the Folio.

Following are the primary requirements for consolidation of folios:

  • All folios should belong to the same investor.

  • All folios should have the same mode of operation.

  • All folios should have the same non-financial transaction details like bank account, address, nominee details, etc.

  • None of the folios should have an active SIP

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