Comparte Capital Investment

Mutual Fund KYC How you can do

know how to complete the KYC registration for the mutual fund investment.

In order to do your KYC registration, you need to fill a KYC form with all the required details.


Mutual Funds are an easy and convenient investment option for many people. They find it safe compared to enter into the stock market and invest in individual shares. Investing in a mutual fund helps people to achieve their future financial goals like education and marriage of their children and retirement. However, not many know how to invest in this investment option and what are the credentials required to open a mutual fund account. In this article, we help you to know how to complete the KYC registration for the mutual fund investment.

What is KYC

As a mutual fund investor, you need to know what KYC is and how to complete that process to invest in this investment instrument. KYC or Know Your Client is a one-time process that needs to be completed before investing in mutual funds. It is a must-do process for an investor to start their investment journey to prevent various illegal activities. Once you clear this process, you can invest in different mutual fund schemes without doing the KYC registration process again and again.

How to get forms for KYC registration

In order to do your KYC registration, you need to fill a KYC form with all the required details. Besides, it is necessary to submit the form along with required self-attested documents. An investor can collect the form to complete the KYC registration from different sources like:

  • Visit the website of the fund house where you plan to start mutual fund investments
  • Visit the websites of CAMS KRA, KRA, Karvy, NSE KRA, CVL KRA or any other registrar.

  • With the help of a financial advisor


Documents required for completing KYC

An investor needs to furnish a few self-attested documents to complete his or her KYC registration. Here are the documents required to complete this identity test.

  • Copy of Photo ID proof (Aadhaar, voter ID, Passport, Driving license etc)
  • Copy of Address Proof (Aadhaar, electricity bill etc)
  • Copy of PAN card
  • Two Passport size photos

Documents required for completing KYC

Non-resident Indians can also invest in mutual funds to build wealth and fulfill their financial goals. They can make investments in mutual funds without traveling to India through someone he or she trusted by giving POA (Power of Attorney).  The documents you need to furnish to clear your KYC process are:

  • Copy of PAN card (Indian)
  • Copy of Passport
  • Copy of Overseas address proof (Get it translated in English if it is in any other foreign language with the help of a translator and get it stamped by them)
  • Copy of other national Taxpayer Identification Number or Citizen Identification Number
  • Two passport size photographs

It will take 4 to 5 days to complete your KYC registration once you submit the form and all the required documents. You can visit the websites like karvykra or camskra and enter your PAN to check the status of your KYC registration. Once you complete the KYC process, you will get an acknowledgment and attach this acknowledgment with your application forms for investment or transaction slips while investing in a mutual fund scheme for the first time.

Video KYC for immediate mutual fund transaction

Investors can complete their KYC process with the help of IFA’s. The CAMS has developed the platform to do eKYC to simplify the process of KYC registration. But investors can do this process only through mutual fund advisors or distributor, and this facility is available only for fresh KYC registration. It takes nearly three days to complete the eKYC process. However, investors can make their online transactions through an advisor or distributor immediately after the submission of all the documents required for their identity verification.

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Mutual funds are one of the most preferred investment choices in India, but many people in the country are clueless about how to invest in mutual funds. Once you decide the investment goals and its risk profile, you can choose the right scheme based on that. Before investing in this investment instrument, you must register your KYC first.  You can do the KYC process even at the comfort of your home. So, if you plan to invest in a mutual fund, first complete the step of KYC and then start investing.

That’s why Comparte Investment team asks do you have “Nivesh Ki Aadat”.

With this one can say “Mutual Fund Sahi hai”,  so let me do Nivesh