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    MUTUAL FUNDS....
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    WHY CHOOSE US ....
 
Our philosophy is to provide advisory services to make your investments as successful as you.
For us anything worth doing is worth doing well.
 
 
        DOCUMENTS REQUIRED ....
 
Currently, all investors (Individuals or Non Individuals) who wish to make an investment of Rs. 50,000 or above in a mutual fund scheme will be required to complete the KYC process. This would also apply to new Systematic Investment Plan (SIP) registrations on or after 01 February 2008, if each SIP installment is of value greater than or equal to Rs.50,000.
 
Please find the list of personnel who are required to be KYC compliant:
 
Joint Holders :
Joint holders (including first, second and third if any, are required) to be individually KYC compliant before they can invest with any Mutual Fund. . e.g. in case of three joint holders, all holders need to be KYC compliant and copies of each holder’s KYC Acknowledgement must be attached to the investment application form with any Mutual Fund.
 
Minors :
In case of investments in respect of a Minor, the Guardian should be KYC compliant and attach their KYC Acknowledgement while investing in the name of the minor. The Minor,upon attaining majority, should immediately apply for KYC compliance in his/her own capacity and intimate the concerned Mutual Fund(s), in order to be able to transact further in his/her own capacity.
 
Power of Attorney (PoA) Holder :
Investors desirous of investing through a PoA must note that the KYC compliance requirements are mandatory for both the PoA issuer (i.e. Investor) and the Attorney (i.e. the holder of PoA), both of whom should be KYC compliant in their independent capacity and attach their respective KYC Acknowledgements while investing.
 
For transmission (IN case of death of the unit holder) :
If the deceased is the sole applicant, the claimant should submit his/her KYC Acknowledgement in the request along with the other relevant documents to effect the transmission in his/her favour. For transfer of units-transferee/s should submit his/her/their KYC Acknowledgement in the request along with the other relevant documents to effect the transfer in his/her/their favour.
 
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