Document required for Investing in Mutual Funds
If you are interested to invest in Mutual fund First complete your KYC Process. After KYC Process Complete. No supporting Document required for mutual fund.
Effective 1st January 2011. KYC shall be mandatory for any investment amount in Mutual fund.
- KYC is compulsory for all Individual, Non-individual, NRI and Channel distributor investors.
- Investors covered under this clause are - Individual , Corporate, Partnership Firms, Trusts, HUF, NRIs including PIOs and all individual and non individual investors of channel distributors.
- Individuals shall be required to be KYC compliant for any amount of investment.
Please note that it is mandatory for each applicant /unit holder to be KYC-compliant. Please enclose a copy of the KYC acknowledgement letter issued by CDSL ventures ltd with your application for investment.
Only fill up Common application forms and submit, and SIP one additional ECS form required.
KYC Process
1. Fill up KYC Form in black ink.
2. Document for KYC
a. One Photograph
b. Pan Card Photocopy
c. Address Proof e.g. Passport, Ration card, Driving Lic., Light Bill, Telephone Bill (recent) etc..
3. Submit this form to POS. (Point of Service)
Some of the best Tax Saving Mutual Funds available ( ELSS Mutual Funds )
1. ICICI Prudential Tax Plan Invest Online
2. HDFC TaxSaver Invest Online
3. DSP BlackRock Tax Saver Fund Invest Online
4. Birla Sun Life Tax Relief '96 Invest Online
5. Reliance Tax Saver (ELSS) Fund Invest Online
6. IDFC Tax Advantage (ELSS) Fund Invest Online
7. SBI Magnum Tax Gain Scheme 1993 Invest Online
8. Sundaram Tax Saver Invest Online
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Happy Investing!!
We can help. Call 0 94 8300 8300 (India)
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OR
You can write back to us at PrajnaCapital [at] Gmail [dot] Com
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