KYC for mutual funds
Check your KYC status with your PAN, understand what it means, and get help fixing anything that blocks your investments.
The basics
One KYC, every fund house
Know Your Customer (KYC) is a one-time identity and address verification. Once done with a KYC Registration Agency (KRA), it is visible to every AMC.
There are five KRAs — CVL, CAMS, KFintech, NDML and NSE. Your record sits with one of them, but you can check it on any. If your record is “Validated”, you can invest with any fund house. If it is “Registered” or “On hold”, some steps may be pending.
We check your status, explain what is pending, and help with fresh KYC or modifications through the AMC or registrar — usually without a branch visit.
Step 1
Check your KYC status
Enter your PAN on any of these official KRA websites.
Step 2
Understand the status
Verified against official records such as the Income Tax database and Aadhaar. You can invest with any AMC.
Your record exists. Existing folios usually continue; a new AMC may ask for re-validation.
Something does not match — often an unverified mobile or email, or PAN not linked with Aadhaar. Transactions may be blocked.
Documents were not accepted. A fresh KYC with correct documents is needed.
Step 3
Keep these documents ready
- PAN card
Mandatory for every investor, including minors’ guardians. - Address proof
Aadhaar, passport, voter ID or driving licence. - Recent photograph
Or a live photo captured during online KYC. - Mobile and email
Your own, so that OTPs and statements reach you. - For NRIs
Passport, overseas address proof and visa or OCI card. - Bank proof
Cancelled cheque or bank statement for the payout account.
Stuck on “On Hold”? Send us your PAN on WhatsApp and we will tell you exactly what is pending.
Stay safe. No KRA, AMC or Amcord Assets staff member will ask for your OTP, password or card PIN. Never share them. Report fraud at cybercrime.gov.in or call 1930.
Ready to take the first step?
Talk to us about KYC, your first SIP, an NRI investment or an insurance renewal. We reply on call, email and WhatsApp.