How to do online kyc for mutual fund investment?

  1. Log on to the website of any KYC Registered Agency.
  2. Create an account and fill in all the details on the online form.
  3. You will have to provide your registered mobile number, PAN Card and other identification details.
  4. Upload self attested documents online.

You asked, can I do Mutual Fund KYC online? This is a standard process and once completed, it is applicable for MF investments across fund houses. KYC records are maintained by Sebi-registered entities known as KYC registration agencies (KRA). The KYC process can be carried out online as well as offline at any of the KRA or AMC offices.

Considering this, how do I get KYC to invest in mutual funds? In case of video KYC, the investor needs to upload scanned images of proof of identity, address and signature along with a photograph. In case of a physical KYC, a KYC form needs to be filled up and submitted along with address and identity proof (as per prescribed document list).

In this regard, how do eKYC mutual funds work online?

  1. Get Ready with Aadhaar & PAN. Go to the site of the intermediary ( (who provides Aadhaar based KYC) and choose an option of eKYC.
  2. Enter PAN details.
  3. Enter your Aadhaar number.
  4. Enter the OTP.
  5. Fill in Additional Details.
  6. Submit to complete your KYC.
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You asked, how register KYC with KRA online?

  1. Fill-up KYC Form Along with correct set of documents. If an investor wants to complete their KYC through a KYC Registration Agency, they need to fill the KYC Form.
  2. Documents submission and KYC verification.
  3. Uploading and updating your details.
  1. Tap on the KYC icon.
  2. Enter your Aadhaar Details and validate OTP.
  3. Verify your information and tell us few more details.
  4. That’s It, your KYC is done.

Where do I submit my KYC form for mutual funds?

Whom should I approach? The duly completed KYC form along with supporting documents such as proof of identity and proof of address and the Account Opening Form may be submitted at any of the Points of Service (POS)/Investor Service Centre (ISC) of any mutual fund.

How can I use KYC for mutual fund offline?

Offline KYC for Mutual Funds You can get the KYC Form from your MF distributor or you can also download the KYC form from the KRAs website. Then you have to submit the filled KYC form requiring the demographic, financial & identification information along with the self-attested document proofs needed to be submitted.

How do I find my KYC number?

  1. Step 1: Log on to the web portal.
  2. Step 2: Enter your PAN.
  3. Step 3: Enter the security code.
  4. Step 4: Your CKYC number will now be displayed.

How can I use KYC for mutual funds online Quora?

Visit the website of any KRA (KYC Registration Agency) or a fund house. Fill in your personal details, as mentioned in your Aadhar card. Provide your registered mobile number along with their Aadhaar card number and verify using OTP. Complete other necessary formalities, for your KYC completion.

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How can I check my KYC status in mutual fund?

How to check the KYC status of mutual funds? You may check the status of KYC at the website of the KRA (KYC Registration Agency). You then enter your PAN and the Captcha code to check the KYC status of mutual funds.

How can I download KYC certificate?

  1. Visit any KRA website and provide the Aadhaar card number.
  2. You will receive an OTP (One Time Password) on the registered mobile number.
  3. The OTP will internally link and fill up your details in the online KYC form.
  4. On successful verification, you will be e-KYC compliant.

Can we do KYC at home?

  1. Aadhaar based KYC at your Doorstep: This is in pilot phase and has been rolled out to limited users in select locations. In case you are part of the pilot exercise, you will find this option by tapping on Else, you may visit the KYC point nearest to your location.

How can I update my KYC in NSDL online?

For your KYC enquiry, you need to click on the KYC enquiry link on the main page of the NSDL KRA website. Then you need to provide your PAN Card number and the security captcha given to know your current KYC status.

What documents are required for KYC?

  1. Passport.
  2. Voter’s Identity Card.
  3. Driving Licence.
  4. Aadhaar Letter/Card.
  5. NREGA Card.
  6. PAN Card.

How do I register for KYC?

  1. Fill the details on
  2. Submit scanned images of the documents.
  3. Complete IPV (In Person Verification) process over video call.
  4. Digitally Sign the document.
  5. Account activation.
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Where can I register for KYC?

The customer can either visit a fund house office or KYC kiosk for in-person verification or authenticate using Aadhaar-biometrics by calling the KRA (KYC Registration Agency) executive to his home/office.

How can I get KYC Acknowledgement slip?

How do I get myself KYC Compliant? KYC forms are available on the website of all mutual funds, AMFI and Central Depository Services (India) Limited (CVL) ( and respectively). You may also approach your distributor for a form.

How can I get SBI KYC number?

Step 1: The customers need to scan the address for proof and identity proof to their respective bank branch via email or post. Step 2: The mail should be sent from the registered email address while sending the documents. Step 3: You need to send your KYC documents only when the KYC document is due in your account.

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