KYC
Know Your Customer, explained.
What KYC is, why it exists and how the process generally works. We do not collect KYC documents through this website.
What KYC means
Know Your Customer is a regulatory identity-verification process required before you can invest through registered channels in India. It is completed once through a KYC Registration Agency and is then usable across participating intermediaries.
Why it matters
KYC exists to prevent misuse of the financial system and to ensure that investments are correctly attributed to a verified individual.
The general process
Identity and address verification, a photograph, signature and in-person or video verification as applicable. Requirements are set by the regulator and the KRA, and can change.
Documents generally required
Proof of identity, proof of address, PAN as applicable, and a photograph. Always follow the current requirements published by the official KRA or the asset management company.
Important
We do not collect PAN, Aadhaar, bank details or identity documents through this website. Please complete KYC only through official channels — the KRA, the asset management company, or the registrar and transfer agent.
Next step
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Talk to our team — no pressure, just a conversation about your investment goals.
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing.