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Your Investing Experience

How do I get Enrolled as a Maverick Financials client?

Enrolling with Maverick Financials is easy and efficient, and all process is paperless. We’ll crate your account in NSE NMF II platform with all your details. you will received personal mail from NSE regarding your account creation you have to simply approve it through link providing after validating all your details. Alternatively we will create your ACH Mandate which you will receive through mail you are required to only sign the form and mail us scan copy and all done from your side.

What are your Value added servies?

We provide the ease of paperless transactions, access to your portfolio at your fingertips, disciplined reviews of your portfolio to keep you ahead of the curve when it comes to the nuances of the stock markets, dedicated service support to resolve any transactional issues, a goal tracking platform to keep you on the course of fulfilling your life goals and the continuous support of a knowledgeable, conflict free financial planner who will always advise you in your long term interest.

What Happens if Maverick Financials Winds up operation?

Maverick Financials is a financially strong, soundly managed organization with years of experience at the helm. As an investor, you can rest assured that we will be around, helping you with your investments, for a long time to come. Having said that, we ensure that all your investments are made directly with Asset Management Companies regulated by SEBI, and no investment cheques are written out in the name of Maverick Financials. Should something unfortunate happen to our company, your investments will be freely available for you to access and transact upon directly, with zero impact.

How can i track my investment made through Maverick Financials?

You can track your investments either through the log in credentials given to you, by going to NSE NMF II website at

Your Login ID is your IIN no
Password - you may receive mail of your password from NSE NMF , if not found do for forgot password

Go to 
CRM - Portfolio
Choose according to required

or, through user friendly mobile application.

Why does Maverick Financials insist on aligning all my SIP's to my Future Goals?

Numerous studies have proven that aligning your recurring investments with your long term goals is a surefire way of making your investing experience more rewarding and fruitful. Goal based investing is akin to keeping your eye on the target at all times; not only does this build an immunity of sorts to the vagaries of the stock markets, but also encourages the saving habit and ensures that you don’t fritter away your hard earned savings on wasteful expenditure or interest expenses. Goal based investing is the promised land when it comes to creating wealth incrementally and achieving financial freedom. At Maverick, we align all your investments to documented, planned and structured financial goals.

Will my SIP's with Maverick Financials be locked in?

SIP’s (barring ELSS funds and a few other specific close ended funds) do not have a hard lock in, but most of them will have an ‘exit load’ ranging from 0.5 to 1.5% for a period that could range from 1 to 3 years. Considering that SIP’s are meant for long term investing, this shouldn’t pose a problem to you as an investor.

What if i do not have sufficient balance in my SIP debit date?

Your SIP instalment will bounce, in the exact same way that any issued cheque does. It will not be attempted again in the same month, but will be attempted once again on the next ECS date. Maverick or AMC’s does not levy any charges for bounced SIP instalments; however, you are advised to check with your bank if they do. Maverick strongly recommends that bounced SIP instalments are compensated with lump sums, so that your’re on track to achieve your financial goals. Think of a SIP as a Good EMI!

Can Maverick help me start SIP without any paperwork ?

Yes, with our online paperless transaction platform, starting an SIP is quick and easy if you are KYC approved. Even if you are a first time investor, the one time documentation process is simple and convenient.

I need to Withdraw my money partially or Fully, How can i go about doing this?

At Maverick, there is complete ease of transactions keeping you in mind. Redemptions (as well as additional purchase, switches etc) are done completely online. NSE NMF II Technology platform is the best in the industry and ensures that when you need it, your money is credited in your account fast and conveniently.

How can i shift my Direct plan investment to Maverick Financials? How Maverick Facilitate this ?

Shifting from a direct plan to a regular plan through Maverick is a simple process. All you need to do is download and sign a switch request letter and an online conversion letter. Once you’re done, just give us a shout and we’ll have process them.

Are you 100% paperless ?

We are 100% paperless. including

  1. KYC

  2. Onboarding 

  3. ACH Bank Mandate creation 

  4. Lump sum investment & SIP registration 

  5. Redemption.

Why do i need to enroll myself on your online platform? is this mandatory ?

The ability to execute your investment related transactions in a convenient and error free manner represents a vital aspect of your overall investment experience. Signing papers can be unwieldy, inconvenient, and in the worst case, prone to error. For this reason, it’s a mandatory onboarding requirement for our clients to become part of the online platform. This will ensure a convenient and hassle free investment experience for you.

Why should i invest through Maverick and not opt for traditional instruments such as PF, post office etc?

Although low in risk, traditional instruments tend to provide suboptimal returns. While this doesn’t affect you much in the short term, they can lead to massive goal deficits in the long term, setting off chain reactions of loan repayment and borrowing that could damage your finances (and peace of mind) greatly. Maverick recommends higher return instruments that are within the bounds of your individual risk tolerance. You may be surprised to find out just how much difference a 2% return differential can make to your final corpus.

Can i close my account with Maverick anytime ? What happens to my investment in that scenario ?

Although we’ll be sure to not give you a reason to do so, you could choose to close your account with Maverick anytime. Your investments will remain unaffected, as you could either redeem them or switch them to another advisor or directly to the AMC. They will continue as they are.

If i Stopped investment through Maverick , can i reactivate my account once again  and how?

Simply send in an email to or WhatsApp us on 9404954276 in requesting a reactivation of your dormant account. we will get in touch with you within 24 hours. We do not levy any charges to reactivate your account – we’ll be delighted to have you back on board with us!

What is FATCA?

FATCA is an acronym for Foreign Account Tax Compliance Act. This is a regulation created by the US Government to curb tax evasion. Under this regulation, assets held by US citizens in other countries now have to be reported to the US government.

Your Investment Experience: FAQ
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