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Declaration


The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Birla Sun Life Mutual Fund (BSLMF), securities or financial instruments in any jurisdiction in which such distribution, sale or offer is not authorised. In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or the solicitation of any offer to buy or sell any securities or financial instruments in the United States of America ("US") and Canada to or for the benefit of United States persons (being persons resident in the US, corporations, partnerships or other entities created or organised in or under the laws of the US or any person falling within the definition of the term "US Person" under the US Securities Act of 1933, as amended) and persons of Canada.

By entering this Website or accessing any data contained in this Website, I/We hereby confirm that I/We am/are not a U.S. person, within the definition of the term 'US Person' under the US Securities laws/resident of Canada. I/We hereby confirm that I/We are not giving a false confirmation and/or disguising my/our country of residence. I/We confirm that Birla Sun Life Mutual Fund / Birla Sun Life Asset Management Company Limited (BSLAMC) is relying upon this confirmation and in no event shall the directors, officers, employees, trustees, agents of BSLAMC associate/group companies be liable for any direct, indirect, incidental or consequential damages arising out of false confirmation provided.

Advisor Portal
 

The Advisor Portal on the Birla Sun Life Mutual Fund (BSLMF) website provides you, the Advisor,
24x7 access to your business with us.


Register now for instant access



The portal contains 5 main sections - Investor Section, Privilege Club, SIP Tracker, Reports & My Profile

 
Investor Section - This provides you information about your investors
 
  • List of your investors with their contact details
  • Investors portfolio
  • Investor transaction history
  • Most importantly it allows you to download your investors Account Statement & Capital Gains Statement 

 

Privilege Club - Provides you details on your current privilege club points & status along with the benefits available with the club. It also shows your next Privilege club points & status.
 
SIP Tracker - This allows you to keep track of your investors SIPs
 
  • which are about to expire in the coming three months,
  • currently active &
  • those that have expired in the last 3 months.
 
Reports - Allows you to analyse your business with BSLMF through various reports basis scheme, asset class, investor, transaction type etc
 
My Profile - Through this section you can
  • View your contact details updated with CAMS,
  • Update & view additional data (anniversary date etc),
  • Subscribe to NAVs
  • Subscribe to account statement via email / sms on behalf of your investors and
  • Update your advisor portal password
 
So what are you waiting for? Register now for instant access. If you're already a registered user, please login to access the portal
 
   
 
How to register for the Advisor Portal

To register for the advisor portal you need the following details handy - ARN code & ARN name.

On entering these two details correctly, you would need to enter / validate any 4 out of these 6 fields that you would have submitted to CAMS –

  • ARN Email address
  • Pin Code
  • PAN
  • Mobile / Landline no
  • Bank Name and
  • A/C number
 
Watch this space for new features in the near future.
 
 

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Disclaimer

The views, opinions and recommendations mentioned herein are those of the Investment Advisor alone and should not be construed as investment advice to any party and are not necessarily those of Birla Sun Life Asset Management Company Ltd.(BSLAMC) or any of their officers, employees, personnel, directors and further, BSLAMC / its subsidiaries / affiliates / sponsors / trustee or their officers, employees, personnel, directors make no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and shall not be liable for any loss, damage, liability whatsoever for any direct or indirect loss arising from the use or access of such information.

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Declaration


The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Birla Sun Life Mutual Fund (BSLMF), securities or financial instruments in any jurisdiction in which such distribution, sale or offer is not authorised. In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or the solicitation of any offer to buy or sell any securities or financial instruments in the United States of America ("US") and Canada to or for the benefit of United States persons (being persons resident in the US, corporations, partnerships or other entities created or organised in or under the laws of the US or any person falling within the definition of the term "US Person" under the US Securities Act of 1933, as amended) and persons of Canada.

By entering this Website or accessing any data contained in this Website, I/We hereby confirm that I/We am/are not a U.S. person, within the definition of the term 'US Person' under the US Securities laws/resident of Canada. I/We hereby confirm that I/We are not giving a false confirmation and/or disguising my/our country of residence. I/We confirm that Birla Sun Life Mutual Fund / Birla Sun Life Asset Management Company Limited (BSLAMC) is relying upon this confirmation and in no event shall the directors, officers, employees, trustees, agents of BSLAMC associate/group companies be liable for any direct, indirect, incidental or consequential damages arising out of false confirmation provided.