How can we help ?

Search

What is a KYC?

KYC is a process to capture and validate customer details before a folio is created to begin transacting in mutual funds. The KYC process has been made uniform across the financial sector and is now done through KRAs (KYC Registration Agency). KYC is an acronym for “Know your Client”, a term commonly used for Client Identification Process. SEBI has prescribed certain requirements relating to KYC norms for Financial Institutions and Financial Intermediaries including Mutual Funds to ‘know’ their clients. This would be in the form of verification of identity and address, financial status, occupation and such other personal information. Applicant must be KYC compliant while investing with any SEBI registered Mutual Fund.

KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc), Investors need not undergo the same process again when they approach another intermediary.

DOWNLOAD KYC FORM

List of CAMS POS

Was this helpful ?

Yes No

Our website employs cookies to collect anonymous information in order to offer you the best browsing experience and allow us to better understand how you navigate the site. Our website employs cookies to collect anonymous information in order to offer you the best browsing experience and allow us to better understand how you navigate the site. You can modify your cookie settings at any time.

By clicking “Accept” and viewing this website, you consent to the use of cookies.