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The Manager

Bank Name

Branch Name

Address

Telephone Number

I hereby authorize you to debit my account for making payment to Wealth India Financial Services Pvt. Ltd. throughECS (Debit) clearing / Direct Debit as per the details given as under.

Mode of payment (Please tick) :

MICR - 9 Digit code numbers of the bank & branch(Appearing on the MICR cheque issued by the bank) :

Account Type :

Ledger No / Ledger Folio No :

Account Number :

Account holder names (As per banks record) :

(Banks Stamp)Certified that the bank account details and signatures of the account holders are correct and as per banks records.

Date :(.........................................................................)

Signature of the AuthorisedOffical from the Bank

Date of Effect :

I/We hereby declare that the particulars given above are correct and complete. If the transaction is delayed or not effected at all for reasons of incomplete orincorrect information, I would not hold the user institution responsible. I have read the option invitation letter and agree to discharge the responsibility expec tedof me as a participant under the scheme..

This is to inform that I/We have registered for the RBIs Electronic Clearing Service (Debit Clearing) / Direct Debit / Standing Instruction and that my paymenttowards my loan/ investment in Wealth India Financial Services Pvt. Ltd. shall be made from my / Our above mentioned bank account with your bank. I/Weauthorize the representative of TechProcess Solutions Ltd carrying this ECS (Debit Clearing / Direct Debit / Standing Instruction mandate form to get it verified &executed. I/We also authorize the bank to debit my account for charges towards mandate verification and transactions bounced due to insufficient funds asapplicable.

FOR BANK USE ONLY

H.M Center, Second Floor,29, Nungambakkam High Road,Nungambakkam,Chennai 600034.Telephone : 044 - 4344 3100

Electronic Clearing Service (Debit) clearing / Direct Debit

Form No. E-5

UI Code : Mandate Reference No. :

ECS Direct Debit

S.B.Account Current Account Cash Credit

1st a/c holder :

2nd a/c holder :

3rd a/ c holder :

Customer Reference No. assignedby Wealth India Financial Services Pvt. Ltd. Name of the Scheme Date of effect Periodic ity

Amount(Upper limit in Rs.)

Mandate Validup to (End Date)

Date : Signature(s) of the account holder(s). (As per banks record)

1. ___________________________________ 2. ___________________________________ 3. ___________________________________

ICICI Bank Ltd

Chennai

110, NUNGAMBAKKAM HIGH ROAD

600229003

000901616159

J Tamilvendhan

100000000128855 Mutual Fund Investment 22/01/2013 28/01/2018

22/01/2013

Daily 5000

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About new open mandates

We are moving to a new ECS mandate system that would make SIP setups faster and paperless. The new systememploys an open mandate which can be used to setup multiple SIPs. Here below are the answers to some of thequestions you may have in this regard:

Q: What is an Open ECS mandate?A: Until now, the SIP system was using a regular ECS mandate in which the maximum amount and the monthly dateof debit were fixed. It meant that it could be used for only one SIP setup (since the date was fixed). Under the newopen ECS mandate system, the date of debit is not fixed and the same mandate can be used for multiple SIP setupswithout re-registration. However, the SIP amount for one day cannot exceed the maximum specified at the time ofsetup.

Q: Can you run through the process with an example?A: While registering for an ECS mandate, we ask you to provide two details - a per-day maximum and a validity forthe mandate. The per-day maximum is the maximum amount that can be debited from your bank account on any oneday. We recommend that you set this at Rs. 10,000, but you can choose an amount between Rs. 5,000 and Rs. 25,000.The validity is the number of years that this mandate is valid for. You can choose either 5, 10, 15 or 20 years for this.After you create this mandate and send it to us for registration, you can start to setup SIPs using this mandate.

For example, suppose you have setup a mandate for Rs. 10,000 per-day maximum that is valid for 20 years. You canlogin to your account at any time, and go to the SIP setup page and create a new plan. The system will automaticallyverify if the SIP setup is within Rs. 10,000 for the monthly date of your choice. If it is, then the SIP will be created,and the debits will start happening automatically starting the next SIP date. If you have exhausted Rs. 10,000 for oneday of the month, say 5th, then you can setup your next SIP for a different day of the month, say 10th. Again, the

process is the same, and no paperwork will be required.

Q: Can I have a mandate for both my bank accounts?A: If you have registered two bank accounts in our system for your account, then, yes you can have a mandate foreach of these. However, you can have only one open mandate per bank account.

Q: What is the validity of this mandate?A: The mandate can be valid for many years into the future. Currently, we are supporting validity up to 20 years.

Q: What can the per-day maximum be?A: The per-day maximum can be as high as Rs. 25,000. That is, you can setup an SIP (in one or more funds) totallingup to Rs. 25,000 per day. If youd like to set up SIP for more than this amount per month, you can use multiple daysfor your SIPs. For example, you can have one SIP for three funds totalling Rs. 25,000 for the 5th of every month, and

another SIP for five funds totalling Rs. 20,000 on tenth of every month.

Q: What is lower limit on the per-day maximum?A: We recommend that investors choose Rs. 10,000 as the per-day maximum for the mandate. Please note that this isonly the maximum amount. Your SIP, which can be as low as Rs. 1000 per month, will decide how much actually getsdebited from your account for investment.

Q: How long does it take to register a mandate?A: A mandate registration takes about 28 days.

Q: Has the SIP set-up process changed?A: No - the SIP set-up process remains as before. If you have an ECS mandate registered, the system willautomatically detect the allowable per-day maximum for your SIP setup and guide you accordingly.

Q: How does Flexi SIP, Step-Up SIP, and VIP work with the new mandate?A: All these work the same as currently. The maximum for these set-ups will be considered by the system incomparison to the maximum per-day amount in the SIP setup process.