Mutual Fund Know Your Customer (KYC)

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Mutual Fund KYC

KYC norms will be mandatory for ALL investors (including existing investors and joint holders) irrespective of the amount of investment.

Who needs to be KYC compliant?

Each of the applicants, in case of application is made in joint names

Guardian investing on behalf of minor.

Any individual(s) constituted as Power of Attorney (PoA) holder(s), in case of investments through PoA.

If an individual becomes an investor due to an operation of law, e.g., transmission of units upon death of an investor, the claimant/person(s) entering the register of unit holders of the Fund will be required to be KYC compliant before such transfer can take place.

Documents required to be submitted along with KYC Application:

Proof of Identity

Proof of Address

PAN Card

Passport Size Photograph

For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

Leave a missed Call on 94 8300 8300

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PrajnaCapital [at] Gmail [dot] Com

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