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Get your KYC done, properly
KYC is a one-time process across the entire mutual fund industry. Here is exactly what is needed, how to send it to us safely, and what we will never ask you for.
Security first. We will never ask for an OTP, an internet banking password, a UPI PIN, or a transfer of money to any personal account of ours. All mutual fund investments are paid directly to the Asset Management Company's collection account. If any message asking for these things appears to come from us, treat it as fraudulent and call +91 98113 12001 to verify.
Check whether you are already KYC-compliant
Enter your PAN on any KRA website — CVL, NDML, CAMS, KFin or DOTEX. If the status shows Validated or Registered, you can invest without repeating the process. If it shows On-Hold, Rejected or Not Available, a fresh or updated KYC is needed.
Collect your documents
PAN linked with Aadhaar, proof of address, a cancelled cheque or bank statement in your own name, a recent photograph, and your signature on white paper. NRIs also need a passport, visa or residence permit, and overseas address proof.
Send them to us securely
Use the WhatsApp or email buttons below. Send clear, complete images — all four corners visible, no glare, nothing cropped. Do not send passwords, OTPs or internet banking credentials; we never need them.
Complete the verification
Most cases are completed online with an Aadhaar-based video verification that takes a few minutes. We will send you the correct link and stay available while you do it.
Confirmation
Once the KRA updates your record we confirm it to you, and you can invest across any fund house without repeating the process.
Send your documents
Two ways to reach us
WhatsApp is usually fastest and keeps everything in one thread. Email works equally well if you prefer to attach scanned copies.
Once we have everything, we will confirm receipt and tell you the next step the same working day, within our working hours (Mon – Sat · 10:00 AM – 7:00 PM).
Document checklist
- PAN card — clear, both sides if applicable
- Aadhaar or other accepted address proof
- Cancelled cheque or bank statement in your name
- Recent passport-size photograph
- Signature on plain white paper
- NRIs: passport, visa or residence permit, overseas address proof
We will never ask for
- Any OTP, ever
- Internet banking or UPI passwords or PINs
- A transfer to a personal or business account of ours
- Remote access to your phone or computer
Check it yourself
KYC status lookup
Any of these KRA portals will tell you your current status against your PAN. You do not need us to check it.
Begin the conversation
Stuck somewhere in the process?
KYC rejections usually come down to a mismatch in a name, an address or a signature. Send us the rejection message and we will tell you what to fix.