KYC for Mutual Funds | Online KYC Registration & Verification | Sanchay karo

Sanchay karo Investor Hub

Complete KYC for mutual funds | Aadhaar OTP, Video KYC, Paperless e-KYC | SEBI registered

Know Your Customer (KYC) for Mutual Funds

KYC mandatory for mutual funds as per SEBI guidelines. What is KYC in mutual funds? It is a one-time verification process that validates your identity and address. KYC full form in mutual funds is Know Your Customer. Whether you are a resident Indian, NRI, minor, HUF, or corporate, KYC registration for mutual funds is the first step to start investing.

KYC status check for mutual funds
Check online via CVL KRA, CAMS KRA, NSDL KRA, CDSL KRA. Status: KYC validated, registered, on hold or rejected.
Video KYC for mutual funds
Paperless, Aadhaar based e-KYC, OTP based KYC, Digilocker KYC, e-sign available.
Documents required for KYC mutual funds
PAN card (mandatory), Aadhaar card, proof of address, photograph, signature.
KYC update / Re-KYC
Modify KYC details, change address, update mobile/email, KYC modification form.

📌 How to do KYC for mutual funds online?

Step-by-step KYC for mutual funds process: Fill the registration form below (Indian or NRI) → Our team will initiate Aadhaar OTP verification / video KYC → Get KYC registered status within hours. Also supports KYC for minor (guardian KYC), KYC for NRI (FATCA declaration), KYC for HUF / corporate / trust.

KRA & AMC Partners: KFintech, CAMS, CVL KRA – SBI Mutual Fund KYC, HDFC Mutual Fund KYC, ICICI, Axis, Kotak, Nippon, UTI and more. CKYC for mutual funds Central KYC registry Uniform KYC across India

✔️ KYC not done for mutual funds? Your transaction will fail. KYC pending mutual funds can be resolved via our assisted process. SEBI KYC guidelines, RBI KYC norms fully followed. Also FATCA declaration for mutual fund KYC required for NRIs.

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Step 1 of 2: Personal Details (KYC for mutual funds)

Personal Details

Step 2 of 2: Address & Bank (for KYC validation)

Address & Bank

After submission, you will receive Aadhaar OTP based e-KYC / Video KYC link on email/mobile. KYC registered status will be updated within 24 hours.
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Step 1/4: Personal & Passport (KYC for NRI)

Identity & Passport

Step 2/4: Address Information (Overseas & Indian)

Address Proof for KYC

Step 3/4: Bank & FATCA Declaration

NRE/NRO Bank & FATCA for KYC

Step 4/4: Upload Document Photos (KYC documents)

Supporting Documents (Self-attested)

Proof of identity for mutual fund KYC
NRI KYC: Passport, PAN, overseas address proof, FATCA declaration. After submission, our team will assist with video KYC / CKYC registration.

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

The Registered name: PALLAB ROUTH | AMFI Registered Mutual Fund Distributor |  ARN – 301757  | EUIN : E572917 |Date of  Registration: 22-07-2024  | Current validity:  15-07-2027

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