Mutual Fun Kyc

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Mutual Fund KYC

FATCA: Anyone or Survivor

Kindly fill in the details below of BOTH Holders along with the consent of Both Holders & nominee (guardian in case the nominee is a minor)

First Holder Details
Please enter your name (min 2 characters)
Please select date of birth
Please enter place of birth
Please enter country of birth
Please enter mother's name
Enter valid PAN (e.g. ABCDE1234F)
Enter a valid email address
Please select occupation
Please select annual income
Enter valid 10-digit mobile number
Second Holder Details
Please enter name (min 2 characters)
Please select date of birth
Please enter place of birth
Please enter country of birth
Please enter mother's name
Enter valid PAN
Enter a valid email address
Please select occupation
Please select annual income
Enter valid 10-digit mobile number
Nomination Details
1st Nominee (Required)
Please enter nominee name
Please select date of birth
Enter valid share %
Please enter relationship
2nd Nominee (Optional)
3rd Nominee (Optional)
Guardian Details (In case Nominee is a Minor)

Declaration: I acknowledge and confirm that the information provided above is true and correct to the best of my knowledge and belief. The above details are provided with the consent of all the holders & nominee(s), including the guardian if the nominee is a minor.

Document Required

FATCA: Single

Kindly fill in the details below of the Single Holder along with your & nominee's consent (guardian in case the nominee is a minor)

Single Holder Details
Please enter your name
Please select date of birth
Please enter place of birth
Please enter country of birth
Please enter mother's name
Enter valid PAN
Enter a valid email
Please select occupation
Please select annual income
Enter valid 10-digit number
Nomination Details
1st Nominee (Required)
Please enter nominee name
Enter valid share %
Please enter relationship
2nd Nominee (Optional)
3rd Nominee (Optional)
Guardian Details (In case Nominee is a Minor)

Declaration: I acknowledge and confirm that the information provided above is true and correct to the best of my knowledge and belief. The above details are provided with the consent of all the holders & nominee(s).

Document Required

FATCA: Minor

Kindly fill in the details below of the Minor, along with the Guardian's consent

Minor's Details
Please enter name
Please select date of birth
Please enter place of birth
Please enter country
Guardian's Details
Please enter guardian name
Enter valid PAN
Enter valid email
Enter valid 10-digit number
Please select occupation

Declaration: I acknowledge and confirm that the information provided above is true and correct to the best of my knowledge and belief as the guardian of the above-mentioned minor.

Document Required

FATCA: NRI Anyone or Survivor

Kindly fill in the details below of BOTH NRI Holders along with the consent of Both Holders & nominee

First NRI Holder Details
Please enter name
Enter valid PAN
Enter passport number
Enter valid email
Enter valid mobile
Second NRI Holder Details
Please enter name
Nomination Details
1st Nominee (Required)
Please enter nominee name
Guardian Details (In case Nominee is a Minor)

Declaration: I acknowledge and confirm that the information provided above is true and correct to the best of my knowledge and belief. The above details are provided with the consent of all the holders & nominee(s), including the guardian if the nominee is a minor.

Document Required

FATCA: NRI Single Holding

Kindly fill in the details below of the Single NRI Holder along with your & nominee's consent

NRI Holder Details
Please enter name
Enter valid PAN
Enter valid email
Enter valid mobile
Nomination Details
1st Nominee (Required)
Please enter nominee name
Guardian Details (In case Nominee is a Minor)

Declaration: I acknowledge and confirm that the information provided above is true and correct to the best of my knowledge and belief. The above details are provided with the consent of all the holders & nominee(s).

Document Required