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Information on KYC, Registered Intermediaries and Grievance Redressal

KYC is an acronym for “Know Your Customer”. In order to invest in any mutual fund, an investor needs to be KYC compliant. The Securities and Exchange Board of India (SEBI) has prescribed certain requirements under the Prevention of Money Laundering Act 2002 for Financial Institutions and Financial Intermediaries including Mutual Funds to know their Customers.
- Individual: Please submit a CKYC Form at any of the Investor Service Centres of any Mutual Fund along with:
  - Proof of identity (PoI)
  - Proof of address (PoA)
  - NRI/PIO/OCI - Copy of passport/PIO Card/OCI Card and overseas Proof of Address
- Non-Individuals (Companies, Trusts, etc.) can use KYC Form for Non Individual
- Copies of all documents & In-Person Verification (IPV) shall be attested by an authorized official of the Mutual Fund or its Registrar & Transfer Agent, your Distributor or Bank Manager. All documents shall be self-attested.
To update your contact details:
- Send an email to the service email ID of the mutual fund from your email ID currently registered with the mutual fund, or
- Speak to the Call Centre of the mutual fund from your mobile number registered with the mutual fund, or
- Submit the Email ID/Mobile registration at any of the Points of Service (POS)/Investor Service Centre (ISC) of the mutual fund along with self-attested copy of PAN/Any valid PoI (for PAN-exempt investors)
To update your address details:
- Submit a CKYC Form along with a self-attested Proof of Address and PAN/any other proof of Identity at any of the Investor Service Centre (ISC) of any mutual fund
- Non-Individuals can use KYC Form for Non Individual
- Copies of all documents & In-Person Verification (IPV) shall be attested by an authorized official of the mutual fund or its Registrar & Transfer Agent (RTA-Cams, Karvy, etc.), your Distributor or Bank Manager. All documents shall be self-attested
- Once the address is updated in the centralised KRA records, it will automatically get updated across all mutual funds where you have folios.
To update your bank account details:
Bank Mandate or bank account details can be changed by submitting a duly filled “Multiple Bank Account Registration Form or Change of Bank Mandate form” at the Investor Service Centre of the Mutual Fund.
One of the documents listed below to be submitted along with change of bank mandate form:
1. Cancelled original cheque of the new bank mandate with first unit holder name and bank account number printed on the face of the cheque.
2. Self-attested copy of bank statement.
3. Bank passbook with current entries not older than 3 months.
4. Bank Letter duly signed by branch manager/authorized personnel.

Investors should deal only with registered Mutual Funds details of which can be verified on the SEBI website under "Intermediaries /Market Infrastructure Institutions".

In case of any grievance, you can either:
- Send an email to the service email ID of the mutual fund
- Speak to the Call Centre of the mutual fund
- Submit/Post a written letter to any of the Investor Service Centres (ISCs) of the Mutual fund
- If the complaint remains unresolved, you can lodge your grievance with SEBI through SCORES (SEBI Complaint Redress System).