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Mutual Fund KYC

KYC norms will be mandatory for ALL investors (including existing investors and joint holders) irrespective of the amount of investment.

Who needs to be KYC compliant?

  • Each of the applicants, in case of application is made in joint names
  • Guardian investing on behalf of minor.
  • Any individual(s) constituted as Power of Attorney (PoA) holder(s), in case of investments through PoA.
  • If an individual becomes an investor due to an operation of law, e.g., transmission of units upon death of an investor, the claimant/person(s) entering the register of unit holders of the Fund will be required to be KYC compliant before such transfer can take place.

    • Documents required to be submitted along with KYC Application:

  • Proof of Identity
  • Proof of Address
  • PAN Card
  • Passport Size Photograph

  • For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

    Leave a missed Call on 94 8300 8300

    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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    Best Performing Mutual Funds

      1. Largecap Funds Invest Online
        1. DSP BlackRock Top 100 Fund
        2. ICICI Prudential Focused Blue Chip Fund
        3. Franklin India Bluechip
        4. ICICI Prudential Top 100 Fund

    B. Large and Midcap Funds Invest Online

        1. ICICI Prudential Dynamic Plan
        2. HDFC Top 200 Fund
        3. UTI Dividend Yield Fund
        4. Birla Sun Life Front Line Equity Fund
        5. Franklin India Prima

    C. 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
        5. Birla Sun Life Dividend Yield Plus
        6. SBI Emerging Businesses Fund
        7. HDFC Mid-Cap Opportunities Fund
        8. ICICI Prudential Discovery Fund

    D. Small and MicroCap Funds Invest Online

        1. DSP BlackRock MicroCap Fund
        2. Franklin India Smaller Companies

    E. Sector Funds Invest Online

        1. Reliance Banking Fund
        2. Reliance Banking Fund
        3. ICICI Prudential Banking and Financial Services Fund

    F. Tax Saver Mutual Funds Invest Online

    1. ICICI Prudential Tax Plan

    2. HDFC Taxsaver

        1. DSP BlackRock Tax Saver Fund
        2. Reliance Tax Saver (ELSS) Fund

    G. Gold Mutual Funds Invest Online

        1. Relaince Gold Savings Fund
        2. ICICI Prudential Regular Gold Savings Fund
        3. HDFC Gold Fund
        4. Birla Sun Life Gold

    H. International funds Invest Online

    1. Birla Sun Life International Equity Plan A

    2. DSP BlackRock US Flexible Equity

    3. FT India Feeder Franklin US Opportunities

    4. ICICI Prudential US Bluechip Equity

    5. Motilal Oswal MOSt Shares NASDAQ-100 ETF

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