# How to move from one mutual fund platform to another ## Introduction There are 2 ways to hold the mutual funds. One in the demat form and another in physical (Rematerialized) format. Both have different ways to transfer funds from one platform to another. ## Transfer Procedure ### Demat Mutual Fund transfer Please follow the steps mentioned in < This FAQ > since transferring of Mutual fund in demat form is done in the same way. ### Rematerialized mutual fund transfer Since the mutual fund are handled by the fund house, you don't need to 'transfer the fund'. To see the funds in the platform of your choice, you need to 1. Stop the SIP if you have any in your existing platform 2. Go to the platform of your choice and select import folio 3. You will then be taken to the CAMS / KFintech site where you need to enter the requested details 4. You will receive a CAS (Consolidated account Statement) in your email shortly 5. Depending on the platform and the access permission given, you will either have to forward the mail to the mail ID specified by the platform or they will automatically fetch it from your email. 6. You now can select the existing folio for SIP or lumpsum transaction --- #### Note If you want to convert your existing mutual fund from regular to direct, refer < here >