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Share your KYC documents securely

One guided form for the identity, address, bank, nominee and risk-profile details every investor needs on record.

What KYC is, in one line

Know Your Customer is a one-time identity verification required by SEBI for every mutual fund investor. Once it is done through a KRA, it works across every AMC in India — you never have to repeat it, though you should keep your address and contact details current.

Your progress0 of 24 required fields

Applicant details

Exactly as printed on your PAN card.

Full name *

Father's / spouse's name

Date of birth *

Gender *

Marital status

Mobile number *

This must be the number registered with your bank and Aadhaar.

Email *

Occupation *

Gross annual income *

Residential status *

Identity

PAN is mandatory. Aadhaar is used only for the last four digits and OTP verification.

PAN *

Last 4 digits of Aadhaar

Never send your full Aadhaar number by email or WhatsApp; mask the first eight digits on any copy you upload.

KYC status

First-time KYCKYC update / modificationNot sure

You can check your existing status on the CVL KRA portal using your PAN.

Address

Your correspondence address, matching the proof you upload.

Address line 1 *

Address line 2

City / town *

State *

PIN code *

Address type

Bank account

Investments and redemptions move only between this account and the AMC.

Bank name *

Branch

Account number *

IFSC *

Account type *

Nominee

Please do register one. It saves your family months of difficulty later.

Nominee's full name

Relationship

Nominee's mobile number

Nominee's email

Nominee's date of birth

Share (%)

Guardian (if nominee is a minor)

Documents

PDF, JPG, PNG or WEBP. Up to 5 MB each. Make sure all four corners and every line of text are visible.

PAN card *

Clear colour scan or photo of the card.