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Document required for Investing in Mutual Funds

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Call 0 94 8300 8300 (India)

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)

 

KYC Form download

 
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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)

Leave your comment with mail ID and we will answer them

OR

You can write back to us at PrajnaCapital [at] Gmail [dot] Com

 

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Download Mutual Fund Application Forms from all AMCs

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Best Performing Mutual Funds

    1. Largecap Funds Invest Online
      1. DSP BlackRock Top 100 Fund
      2. ICICI Prudential Focused Blue Chip Fund
      3. Birla Sun Life Front Line Equity Fund
    2. Large and Midcap Funds Invest Online

      1. ICICI Prudential Dynamic Plan
      2. HDFC Top 200 Fund
      3. UTI Dividend Yield Fund
    1. Mid and SmallCap Funds Invest Online

      1. Reliance Equity Opportunities Fund
      2. DSP BlackRock Small & Midcap Fund
      3. Sundaram Select Midcap
      4. IDFC Premier Equity Fund
    1. Small and MicroCap Funds Invest Online

      1. DSP BlackRock MicroCap Fund
    1. Sector Funds Invest Online

      1. Reliance Banking Fund
      2. Reliance Banking Fund
    1. Tax Saver Mutual  Funds  Invest Online
      1. ICICI Prudential Tax Plan
      2. HDFC Taxsaver
      3. DSP BlackRock Tax Saver Fund
      4. Reliance Tax Saver (ELSS) Fund
    2. Gold Mutual Funds Invest Online

      1. Relaince Gold Savings Fund
      2. ICICI Prudential Regular Gold Savings Fund
      3. HDFC Gold Fund

 

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