How do I change my personal registration details?

Login to your Clearfunds account and go to Account Settings -> Profile -> Edit to change your personal details and follow the steps indicated. You may need to send us some documents to confirm this change.

How do I change my bank account registered with Clearfunds?

Login to your Clearfunds account and go to Account Settings -> Bank -> Edit to change your bank account details and follow the steps indicated. You may need to send us some documents to confirm this change.

How do I change the bank mandate amount on account registered with Clearfunds?

Login to your Clearfunds account and go to your name on the top right corner of the header. Click Account Settings -> Bank - > Edit and use the slider to change your bank mandate limit.

Just enter the new bank limit (max Rs 1 crore) and send us the new signed bank mandate form. We will let you know as soon as your new mandate limit is approved by your bank.

How do I change my nominee?

Login to your Clearfunds account and go to Account Settings -> Address & Nominee -> Edit to change your nominee details. 

Can I transfer my investments from Clearfunds to a new broker, financial planner or bank if I want to?

Sure. Your investments are yours and are held directly in your name with the Mutual Fund Company.


Just ask your new financial planner, broker or bank to transfer your holdings to themselves. And if you need any help with this, please contact us at help@clearfunds.com. But we’ll be really sad to see you go!

Can I close my Clearfunds account? What happens to my investments?

Yes. You can close your Clearfunds account at any time.


Your investments are always held with the Mutual Fund Company in your own name, so you can contact them at any time to sell or redeem your investments.


If you do decide to close your Clearfunds account, we’ll be really sorry to see you go. Just drop us an email at help@clearfunds.com to initiate the closure process.

Contact us

Clearfunds / Harvest Fintech Pvt Ltd
206 Natwar Chambers,
94 Nagindas Master Road, Fort,
Mumbai 400001, India.

+91 90225-22555 (Weekdays 10AM-6PM)

help@clearfunds.com

Media queries: media@clearfunds.com

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