KYC Registration Process

KYC norms are mandated by the Prevention of Money Laundering Act (PMLA), to track the legality of funds used for investments.

If you are a first-time investor in mutual funds, you need to comply with the Know Your Customer (KYC) norms. This is a one-time process that every mutual fund investor needs to do, to be able to invest in mutual funds. KYC norms are mandated by the Prevention of Money Laundering Act (PMLA), to track the legality of funds used for investments. Money laundering refers to converting money that is earned through illegal ways into legal money by passing it through various banking channels. This makes it difficult for authorities to track the ‘dirty money’ to its illegal origins.

Know Your Customer (KYC) is a onetime exercise made mandatory to invest in Mutual Funds and CAMS KRA offers these services very efficiently to you, through pan India network of Customer Service Centers (CSCs) conveniently located in your nearest city.

KYC Registration Process

Download KYC form from any of the AMC's website or from transfer agent's website or, visit 'Downloads' section of http://www.cvlindia.com/. Take a print out of the KYC application form for individual (for fresh KYC).
Fill the form as instructed. You need to provide self-attested copies of the following documents and carry originals for in-person verification.
Proof of identity
Proof of Address
PAN Card
Photograph
Submit the duly filled and attested form to either
AMC with which you wish to invest
Registered Transfer Agent such as CAMS, Karvy, Franklin Templeton or Sundaram BNP Paribas Fund Services. Check websites of respective company for the address.
There are no fees for KYC registration.

Download Forms for KYC

KYC
Individual
Change
KYC Individual
KYC Non
Individual
Change
KYC Non Individual
KYC Individual Change KYC Individual KYC Non Individual Change KYC Non Individual