How to complete kyc and begin investing in a mutual fund

the know your customer process before investing in a mutual fund

Level - INTERMEDIATE

All mutual fund investors are required to complete the Know Your Customer or KYC process. Watch this investor education video by Moneykraft to learn more about the process.

AUTHOR(S): Shreeja Thirani

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    1.If a mutual fund folio has joint holders, then KYC is mandatory for



  • The oldest joint holder
  • Any one of the joint holders
  • All joint holders
  • 2.The KYC process enables the government to verify



  • The name and identity of those doing financial transactions
  • Whether the investor has been paying taxes regularly
  • The eligibility of those purchasing assets to do so
  • 3.The three documents needed for the KYC process are



  • Proof of Identity, Salary certificate, PAN
  • Proof of identity, Proof of address, PAN card
  • Passport, Bank Statement, PAN card
Sponsor Name : NCFE
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CIEL Support 3 years ago

Good informative video