A person needs to be KYC verified to invest in Mutual funds. If you KYC verified , well and good , you just need to fill in your details and proceed to invest in a bucket of funds provided by Cleartax.
If you are not KYC verified , we will get it done for you . There are two ways of getting KYC verfied through Cleartax.
- Aadhaar based E-KYC - Just put in your Aadhaar number . An OTP will be sent to your registered mobile number with Aadhaar. Put in that OTP and get KYC verified. However , there is a limit of Rs 50,000 per Fund House per year ( For example - You can invest in total of Rs 50,000 in 5 different funds of Reliance in 1 year )
- CKYC - Once you are on the KYC page , you will see an option to download the KYC form. You need to send this form along with other documents mentioned below to firstname.lastname@example.org .
- Completed KYC form
- Self attested copy of PAN card
- Self attested copy of address proof
Take selfies while holding these original documents
- PAN Card selfie
- Address Proof