Step 1: Log in to the myCAMs portal. Select Transact > New Folio.
Step 2: Enter the user details, tax status, and mode of holding. In the mutual fund name, select 'Zerodha Fund house' from the drop down. Tap on ‘continue’.
Step 3: Enter the mobile number and other details as seen below.
Step 4: Tap on add Nominees to add nomination details.
Step 5: Enter the Nominee details and tap on ‘Continue’.
Step 6: Enter the Payment details and tap on continue.
Step 7: Select scheme details, scheme plan, enter the investment amount and tap on 'continue' to complete the payment for placing the purchase request.
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