Proper documents along with their photocopy needs to be verified and submitted in order to invest in mutual funds. An investor needs to ensure that his KYC (Know Your Customer) compliance in order to start investing.
Following documents are needed:
·Application Form needs to be filled wherein basic details along with the amount to be invested, SIP amount, nomination details needs to be filled.
·KYC needs to be done which is a mandate. Also a photograph needs to be given along with KYC.
·Proof of Identity: Following documents can be given-
1.Aadhaar
2.Voter Card
3.Pan Card
4.Passport
·Proof of Address: Following documents can be given-
1.Aadhaar
2.Voter Card
3.Driving License
4.Passport
·Net Banking is done, so no cheques needed