Investing · Documents required

Mutual fund / SIP account

To complete KYC and start investing in mutual funds. 8 documents.

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Tick each document as you collect it — the ticks are only on your screen.

Investor

PAN card
Aadhaar card (for address and e-KYC)
Recent photograph
Cancelled cheque or bank statement showing name and account number
Email ID and mobile number (they must be your own)

Nominee

Nominee name, relationship, date of birth and share

For a minor investor

Birth certificate of the minor
KYC of the parent or guardian

This is a general checklist. The bank, NBFC or insurer may ask for more documents depending on your case — we will tell you exactly what is needed before you apply.

Fintune Business Solution Pvt. Ltd. · +91 73489 24575 · info@fintune.in · www.fintune.in