Easy and Convenient eKYC Process for Mutual Fund Transactions

Dear all,

We hope this blog finds you well. As your trusted financial partner, we are always striving to enhance our services and make your investment journey seamless. We are pleased to introduce our new electronic Know Your Customer (eKYC) process, which allows you to submit your documents conveniently via email or WhatsApp for Mutual Fund transactions.

The eKYC process offers the following benefits:

1. Simplified Document Submission: Say goodbye to the hassle of physical document submission. You can now submit your KYC documents digitally, saving time and effort.
2. Convenience at Your Fingertips: Submit your documents from the comfort of your home or office, eliminating the need for in-person visits or courier services.
3. Secure and Confidential: Rest assured that your personal information will be handled with the utmost care and in compliance with regulatory requirements. We prioritize the security and confidentiality of your data.

Here’s how you can proceed with the eKYC process:

1. Prepare the Required Documents: Please ensure you have the following documents ready for submission:
   • Identity Proof (PAN Card)
   • Address Proof (Aadhar Card)
   • Passport-sized Photograph
   • Cancelled Cheque (for bank account verification)
2. Choose Your Preferred Method: You can send the scanned copies or clear photographs of the documents via email to our official email as mentioned in website or through WhatsApp to 8011645031. Please ensure the documents are legible and in a supported format (PDF, JPEG, PNG).
3. Provide Your Details: In the email or WhatsApp message, kindly include the following details:
   • Full Name (as per KYC documents)
   • Date of Birth
   • Contact Number
   • Email Address
   • Permanent Address

Once we receive your documents, our dedicated team will swiftly process your eKYC verification. We will keep you updated on the status of your application and guide you through the subsequent steps for Mutual Fund transactions.

Should you have any questions or require further assistance, please don’t hesitate to reach out to our customer support team at 8011645031

Thank you for choosing us as your financial partner. We look forward to continuing our journey together.

Warm regards,

Joydeep Dey

(SEBI Regulated, AMFi Registered Mutual Funds Distributor, IRDAI Registered Insurance Provider)

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