Your mutual fund KYC can be completed online while you relax in your home. You only need to keep your documents ready for upload and follow the instructions below.
Step 1: Upload your PAN Card and Address Proof
Your PAN Card is your primary form of identification. Using your phone, take a photo of or scan your PAN card.
Check to see whether it is not tilted, cropped, or out of focus. If you don’t think the photo you just took is good enough, take another one and upload it.
For address verification, you may present your voter id, Aadhar card, driver’s license, or passport. You must upload both the front and back of these documents.
Select the image of the document you want to upload. Ensure that all the features are visible and that the image is not distorted or blurred.
When uploading photos for your mutual fund KYC, clarity is of the utmost priority. This is because these documents are legally mandated for you to manage your account.
Step 2: Upload Your Selfie
Using the smartphone’s front camera, take a selfie. Your face must be in perfect focus and should be in the middle of the frame.
Ensure your face is visible and that there is enough light.
Step 3: Upload Your Signature
Write your signature legibly on a blank sheet of white paper. Using a plain sheet of paper for your signature minimizes the chance of deformation.
After that, please take a picture of the signed document and crop it, so your signature is visible. You are free to attempt this as frequently as you like.
When you are satisfied with the outcome, upload the photo to the application.
Step 4: Upload Your Selfie Video
Start recording a video using your phone’s front camera. Ensure that your face is in sharp focus, in the middle of the screen, and with sufficient lighting. Then read out loud the numbers displayed on your screen.
The objective of this task is to verify the account holder’s identity. It contributes to the safety of your account.
Step 5: Complete the Aadhar-based E-sign Process
Your Aadhar Card’s associated mobile number will receive an OTP (One Time Password) once you have uploaded the necessary documents.
When you enter the OTP into the form, it is automatically emailed for review. This is your electronic signature based on Aadhar. Your account will be activated within 5-7 days.
You can now perform KYC online by following the steps mentioned above.