Invest EasyA key Business enabler

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Invest Easy – Business Platform

Internet Call CenterMobile Application SMS

• Login Site - IPIN• Open Site - W/O IPIN

• 1800 300 11111 • IPIN & Mandate

• WAP Site• Mobile Application(Android, Blackberry)

• PUR 10000

966 400 1111

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Invest Easy – SMS & Call based transactions

"This special facility is available in all eligible schemes of Reliance Mutual Fund(RMF), subject to such limits,operating guidelines, as may be prescribed by RMF from time to time. Above Purchase & Redemption depicted forReliance Money Manager Fund, Weekly Dividend - Dividend Re-investment Option. The SIP registration isdepicted for Reliance Equity Opportunity Fund - Growth Plan - Growth Option, Monthly Cycle Date 10th of everymonth. For transacting in other schemes please SMS, PUR / RED / SIP <amt> <scheme code>.

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Registration Form

• Auto Debit/ ECS• Investor Defines limit

Mandate Registration

• Online• Physical

IPINIssued

• Folio Tagged to ARN mentioned on formARN Mapping

• Contact details updateMobile & Email mandatory

• Cancelled Cheque• Copy of Cheques

Attachments/ Supporting

• Folio’s with Single mode of holding (extending to Anyone or Survivor )Applicable to

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SMS & Call based transactions steps

Reliance Money Manager Fund -Weekly Dividend – Reinvestment Option

Reliance Equity Opportunity Fund-Growth Plan - Growth Option

Monthly, Cycle Date 10

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SMS charges apply

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Registration for Invest Easy (Individuals)

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Invest Easy

Registration Form (IPIN + Open Mandate Reg)

IPIN sent to investor

Online / Physical

(ARN hardcoded)

Investor creates

Userid & Password (starts transacting Online)

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Why Invest Easy?

Investors Partners

Convenience

Self Service

Enhance Business

Reduce Cost

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Physical Transaction Process

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Investment Details

Advisor / RMINDIVIDUAL INVESTORS

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InvestmentDecision

2Call for

Application Form

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Complete Application Form and Instrument for payment

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CHALLENGES• Call for Application Forms• Fill the Application form Manually• Physical Signed Application Form• Run Against Time for reporting

APPLICATION - TIMESTAMPED

FUND TRANSFER - IDENTIFICATION

UNIT ALLOTMENT

CHALLENGES• Submit Form at Branch• Follow-up to ensure docs are submitted• Applicable NAV

TRNX REPORTING PROCESS

Submission of Documents

CHECK LIST AT FRONT OFFICE1. Application Completeness2. Signature Verification

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Transaction Process – With Invest Easy

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Investment Details

Advisor/ RMINDIVIDUAL INVESTORS

Quick & Simple

Anytime, Anywhere

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Invest Easy :

Convenience of Transaction for Customers Building access across geographies (Urban, Rural and NRI population) 24*7 transactional ability Multiple modes of transaction (Website, Mobile, Call Center) Multiple modes of payments (Net banking, Debit Card, Debit Mandate) Speed of executing transaction

Minimizing Operation Cost for Partners Save on time and effort spent on travelling for submitting transactions Increased transaction efficiency Transformation in delivering/ acquiring information Time saved in handling basic service related queries & transaction follow-up Update of all customer transaction Default ARN code mapping to your customers folios

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Disclaimer’s"Invest Easy - Individuals" is a facility where investor can access different E-Channels forplacing their transaction requests. This special facility is available in all eligible schemes ofReliance Mutual Fund(RMF), subject to such limits, operating guidelines, as may beprescribed by RMF from time to time. Above Purchase & Redemption depicted for RelianceMoney Manager Fund, Weekly Dividend - Dividend Re-investment Option. The SIPregistration is depicted for Reliance Equity Opportunity Fund - Growth Plan - Growth Option,Monthly Cycle Date 10th of every month. For transacting in other schemes please SMS,PUR / RED / SIP <amt> <scheme code>.For further details, scheme code and terms & conditions please visit www.reliancemutual.comor contact us at 1800 300 11111.The Rules and Regulations of SEBI and AMFI pertains to brokerage payment to partners willalso be applicable for the payment.The partners shall adhere to SEBI circular SEBI/IMD/Cir No. 8/174548/2009 dated August27, 2009 on code of conduct and SEBI Regulations from time to time.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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Thank You