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The procedure for completing Know Your Customer (KYC)
It is mandatory for investors to complete their one-time Centralized Know Your Customer (CKYC) process before making any investments. CKYC is managed by CERSAI, a Government authorized body, which receives, stores, safeguards and retrieves all KYC records in digital form. CKYC enables investors to complete their KYC for opening accounts and transacting with various entities across the financial services sector viz. Mutual Funds, Banks, Insurance, DP, Stock broker, Depository Participant, etc.
The CKYC Form can be submitted at any of the Investor Service Centre (ISC) of any registered mutual fund. Documents required along with the CKYC Form:
Please refer to the Instruction/Checklist section on the KYC form for a detailed list of the required documentation.
Copies of all documents & In-Person Verification (IPV) is required to be attested by an authorized official of the registered mutual fund or its Registrar & Transfer Agent (RTA-Cams, Karvy, etc.), Distributor or Bank Manager. All documents are also required to be self-attested.
The procedure for changing 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-KRA Form for Non Individual
Copies of all documents & In-Person Verification (IPV) is required to be attested by an authorized official of the registered mutual fund or its Registrar & Transfer Agent (RTA-Cams, Karvy, etc.), Distributor or Bank Manager. All documents are also required to be self-attested.
Once the change in address has been updated in the centralised KRA records, it will automatically reflect across all mutual funds where the investor holds a folio.
The procedure for changing contact details viz. email, mobile number
Send an email to the service email ID of the mutual fund from your currently registered email ID
or
Connect to the call centre of the mutual fund from your registered mobile number
or
Submit the revised Email ID/Mobile registration at any of the Points of Service (POS)/Investor Service Centre (ISC) of the mutual fund along with a self-attested copy of PAN/Any valid PoI (for PAN-exempt investors)
The procedure for changing bank details
Bank account details can be changed by submitting a Bank Account Registration Form at any ISC of any mutual fund.
Documents required for the purpose of changing bank account details, one can bring any one of the following documents, either in original or attested by the Bank:
And cancelled cheque from the old bank account
Transact ONLY with SEBI Registered Mutual Funds listed under Intermediaries/Market Infrastructure Institutions on the SEBI website https://www.sebi.gov.in/intermediaries.html.
Contact Details
You can access the relevant details of ISCs along with the email ID and contact numbers of all the mutual funds on their respective website or the Scheme Information Document (SID), or the Statement of Information (SAI) of the concerned mutual fund.
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully.
**basis portfolio of the Scheme as on March 31, 2024
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them
**Basis constituents of the scheme as on March 31, 2024
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
*The PRC matrix denotes the maximum risk that the respective Scheme can take i.e. maximum interest rate risk (measured by MD of the Scheme) and maximum credit risk (measured by CRV of the Scheme)
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Disclaimer:
1. NAV of the selected fund will be sent on the next working day. For example NAV of Monday will be sent on Tuesday.
2. At a time, you are allowed to subscribe to at most 3 schemes for daily/weekly/monthly updates.
3. For daily alerts, the NAV of the selected scheme will be sent the next morning.
4. For weekly alerts, the NAV of the selected option will be sent every Monday morning.
5. For monthly alerts, the NAV of the last applicable date of the month will be sent on the 1st of the subsequent month.
6. The weekend NAVs of Liquid schemes will be sent on the subsequent Monday.
7. Receipt of the SMS alert is subject to validity of the mobile number and availability of network. Baroda BNP Paribas is not liable in case of either of these two being insufficient.
