FAQ's

First Time Purchase

The process of investing online is simple and an effortless one. Follow the following steps for making your first purchase with Canara Robeco.

STEP 01

Invest Online

Visit www.canararobeco.com and rollover 'INVEST ONLINE' - click on 'Investor' button to proceed

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STEP 02

FATCA Declaration

U.S. Persons and Residents of Canada are not permitted to invest.

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STEP 03

Welcome to Transactional Portal

For making your first purchase, click on "FIRST-TIME INVESTOR".

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STEP 04

Enter KYC Verification Details

Before being able to make your first purchase fill up your basic details for the purpose of checking if you are KYC Compliant".

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STEP 05

Enter your Contact Details

Fill your contact details to enable us to reach you in case it is required in the future

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STEP 06

Select Fund

Choose your investment method from lump sum or SIP Now select the fund that you wish to invest in.

Fill the category and the scheme in which investment is desired. Further, select the plan and the option in which you want to invest in.

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STEP 07

More about you

Help us know a little more about you by entering some more details and adding a Nominee to your account.

Adding a Nominee to your account becomes important to make your proceeds reach the right person in case of any mishap.

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STEP 08

Enter Nominee details

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STEP 09

Enter your Bank details

To be able to invest online, it is mandatory to link your bank account.

Enter your bank account details.

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STEP 10

Paperless Banks with Canara Robeco

We allow Paperless Transactions for certain banks.

If your bank falls in the list of such banks, you can start investing immediately.

If your bank does not appear in the list, you may have to send us the bank account related documents for verification purposes before being able to start transacting online.

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STEP 11

List of Paperless Banks

Investor can also refer to the list of available paperless banks by clicking on the link If your bank falls in the list oprovided on the prompt

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STEP 12

FATCA details

Fill in the FATCA details as a mandatory step before starting transacting online.

FATCA is an acronym for Foreign Account Tax Compliance Act (“FATCA”), a United States Federal law to increase compliance by US taxpayers and is intended to bolster efforts to prevent tax evasion by the US taxpayers with a United States Federal law to increase compliance by US taxpayers offshore investments.

In short, this step is required to identify if your account is an Indian account or from any other country and make the necessary due diligence, if required.

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STEP 13

Confirm Selection In case of Lump Sum Investment

Review and confirm the fund details before you purchase.

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STEP 14

Select Payment Method

Select payment option from Net Banking & UPI. Enter Investment Amount and Broker code if case of regular investment.

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STEP 15

In case of UPI

Enter VPA in case of UPI payment method and wait till system verify your VPA and tick mark in green appears next to your entered VPA.

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STEP 16

In Case of SIP Investment

In case of SIP investment, select periodicity in which investment needs to be done such as monthly or quarterly, enter the SIP amount, select Day of the month, Start date & End date

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STEP 17

EUIN Confirmation

For regular schemes ARN and EUIN is compulsory. Confirm in case the EUIN is intentionally kept blank. ARN code and EUIN no. helps to track and identify the advisor’s name and the RM of the advisory firm.

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STEP 18

Confirm Purchase

Before making the purchase, you will get the information you have entered earlier as a Summary.

Confirm it to complete the transaction.

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STEP 19

Transaction Request No.

Once you confirm this step, a transaction number is generated.

Keep this transaction request number for any future references regarding this transaction done using Canara Robeco’s Online Portal.

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STEP 20

Banks Payment Gateway screen

In case of Net Banking option, you will be directed to the payment gateway screen of your mapped bank. Login to your bank account to make the payment

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STEP 21

UPI Payment Screen

In case of UPI option, you will be redirected to the payment confirmation screen of UPI.

System will wait for 10 minutes to get the bank confirmation from.

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