How to Ace Your Mutual Fund KYC

Antara Bhattacharyya

Gather All Mandatory Documents: Ensure PAN, Aadhaar, mobile number, and address proof are ready for verification to ensure a smooth, interruption-free KYC completion process.

Choose Your Preferred KYC Method: Select online Aadhaar-based eKYC or in-person verification, depending on your comfort level and convenience, to complete the process quickly.

Verify Personal Details Carefully: Cross-check your name, date of birth, address, and contact details to avoid mismatches that can delay your mutual fund investment journey.

Complete OTP and Biometric Verification: Follow the authentication steps using OTP or biometric verification to validate your identity and proceed with the KYC process securely.

Track KYC Status and Resolve Issues: Monitor your KYC status on the KRA portal and promptly resolve any discrepancies to ensure seamless activation of mutual fund investments.

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