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Transaction Forms

Take control of your transactions conveniently and efficiently with our user-friendly forms tailored to suit your financial needs.

Give your investments the edge they deserve!
Double down on your commitment to achieve financial success with the top-up facility available across our PMS and AIF platforms.

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Download Form

Invest in the strategy of your choice!
Fill this form to switch/ transfer some or your entire investment corpus/ amount from your current scheme to your desired investment scheme.

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Download Form

Smooth sailing through volatile markets!
Transfer your investments from your existing scheme to the scheme you desire to invest in, in a phased manner.

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Download Form

Remain invested in your favorite strategies!
You can switch your entire portfolio from your existing distributor to any other distributor, hassle free. Simply fill in this form, without any need for a ‘No Objection Certificate’ from your existing distributor.

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Download Form

Start your investments with a minimum of INR 50,000 a week and INR of 1 lakh per month. SIP facility can be availed only by clients who have existing investments in Portfolio Management Services of Sundaram Alternate Assets Limited with AUM of Rs. 50 lakhs and above.

downloadBtn

Download Form

downloadBtn

Download Form

downloadBtn

Download eligibility list

Give your investments the edge they deserve!
Double down on your commitment to achieve financial success with the top-up facility available across our PMS and AIF platforms.

downloadBtn

Download Form

Invest in the strategy of your choice!
Fill this form to switch/ transfer some or your entire investment corpus/ amount from your current scheme to your desired investment scheme.

downloadBtn

Download Form

Smooth sailing through volatile markets!
Transfer your investments from your existing scheme to the scheme you desire to invest in, in a phased manner.

downloadBtn

Download Form

Remain invested in your favorite strategies!
You can switch your entire portfolio from your existing distributor to any other distributor, hassle free. Simply fill in this form, without any need for a ‘No Objection Certificate’ from your existing distributor.

downloadBtn

Download Form

Start your investments with a minimum of INR 50,000 a week and INR of 1 lakh per month. SIP facility can be availed only by clients who have existing investments in Portfolio Management Services of Sundaram Alternate Assets Limited with AUM of Rs. 50 lakhs and above.

downloadBtn

Download Form

downloadBtn

Download Form

downloadBtn

Download eligibility list

Terms and Conditions

  • Transaction requests pertaining to Additional Purchase / Switch / STP Registration / Change of Broker Form will be accepted only from the Client’s registered E-mail ID.
  • The applications must be complete in all respects and the filled in application to be sent to pmsoperation@sundaramalternates.com from client’s registered E-mail ID.
  • Apart from the above, all other terms and conditions in agreement entered with Sundaram Alternates will remain unchanged.

Investments in securities markets are subject to market risks. Please read the disclosure documents carefully before investing.

SEBI Registration Details

  • Registered Name:

    Sundaram Alternate Assets Limited

  • Type of Registration:

    Portfolio Manager

  • Registration No.:

    INP000006271

  • Validity:

    28th Nov 2021– Perpetual

  • SEBI Regional/ Local Office Address:

    Securities and Exchange Board of India Southern Regional Office, Overseas Towers, 7th floor,756–L Anna Salai, Chennai – 600 002.

  • Name:

    Sundaram Alternative Investment Trust

  • SEBI Registration No.:

    IN/AIF3/16-17/0291

  • Category of AIF:

    Category III

  • Name:

    Sundaram Category II Alternative Investment Trust

  • SEBI Registration No.:

    IN/AIF2/17-18/0340

  • Category of AIF:

    Category II

  • Name of the Investment Manager:

    Sundaram Alternate Assets Limited

Corporate Office

  • Call:

    +91 73055 29179

  • Call:

    +91 73057 44425

  • Email:

    support@sundaramalternates.com

  • CIN:

    U65990TN2018PLC120641

  • Address:

    Alamelu Terrace (Citibank Building), 3rd floor, 163, Anna Salai, Chennai 600 002.

  • Mumbai Office :

    Satellite Gazebo, Unit No. 002, B Wing, B D Sawant Marg, Chakala, Andheri-Ghatkopar Link Road, Andheri (East), Mumbai – 400093.

Registered Address

  • Address:

    21, Patullos Road, Chennai - 600 002,India

Securities investments are subject to market risks and there is no assurance or guarantee that the objective of the investments will be achieved.