New Delhi, Nov. 11 -- Until a few months ago, adding a joint holder to your mutual fund (MF) investments was not as simple as it appeared.

That changed in May 2025, when CAMS (Computer Age Management Services) and KFin Technologies - the two registrar and transfer agents (RTAs) that handle all MF back-end operations - launched a fully online facility that lets investors transfer MF units, including modifying ownership details seamlessly.

In November 2024, CAMS and KFin Technologies launched an online facility enabling the transfer of mutual fund units, but only for specific situations such as after the death of the investor. However, from May 2025, the scope of this facility was extended. Any person can now transfer their MF units to an...