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Invest in
Mutual funds

If you are investing for the first time in Mutual Funds, or else, if you are not KYC compliant you need to undergo the KYC process.

Investing Options

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme. Note: By investing in Mutual Funds through links from this website you will be investing in Regular Plans of Mutual Fund Schemes through AMFI (Association of Mutual Funds in India) Registered Mutual Fund ARN-114400 and EUIN: E167318

Use BSE Platform

You will be able to do investments online after one time registration process.
Note: Chat with us (use the whatsapp link at the bottom right) for submission of documents for one time registration.

Use FUNDZBAZAR

Invest online after registration. When asked for, Select Partner: Kaushik Kamal Paul, ARN-114400
Note: You are always advised to contact us before the process, so that we can guide you accordingly.

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Use FUND List

Use the assorted list of mutual fund schemes to select the one suitable to you and invest.
Note: You are always advised to contact us before the process, so that we can guide you accordingly.

What all We Have Here for You

There are varied investment options available, suitable to different investor types and their investment needs. Purpose of investment (goal), Investment horizon (time period) and diversification of investment are few factors to be considered before choosing an option.

Not sure of KYC - check your KYC status

After you click the button below you will be directed to the CVLKRA website - on that site, click on the KYC Enquiry tab - Enter your PAN no. - enter captcha code given and Submit

If your KYC status is “KYC REGISTERED”, you are KYC verified.

If your KYC status is “KYC REGISTERED” and your KYC mode says eKYC-OTP,  you are KYC Verified but can only invest up to Rs. 50,000 per AMC (Mutual Fund House) per year.

If your KYC status is “PAN not found”, you don’t have KYC on your PAN and need to do it before investing.

If your KYC status is “incomplete” or “Old MF KYC”, you will need to undergo the KYC process again.

KYC process for Mutual Funds

Offline KYC Process: Take printout of the appropriate form – fill up all the details, put signature and submit form physically along with supporting documents. Supporting Documents: List of documents required are given in the KYC forms. For a quick reference check the list of documents given here to be submitted mandatorily.

Contact us for help and for Online KYC Process

Bonds

Corporate Bonds

Recurring Deposits

Corporate Reccurring Deposits

NPS

National Pension Schemes

ULIPs

Unit-Linked Insurance Plans

GRIPs

Guaranteed Return Insurance Plans

Real Estate

Land and Property

Start S.I.P. Today

And the best part is you need not have a huge amount to start investing.

Frequently Asked Questions

There are varied types of funds in Mutual Fund and conditions for exit varies accordingly.  Open-Ended funds mostly permits exit any time with some applicable exit loads if redeemed within a specified period from the date of allotment (mostly 1 year for equity funds). Please check ‘load structure’ for info on exit loads of individual funds. ELSS funds are  open-end funds that have a locking period of 3 years as they provide additional Tax saving benefits. In a closed-end fund, you cannot redeem your units till the maturity of the fund.

For minors mutual fund investments can be made only through a custodial account opened in a minor’s name and overseen by a guardian. The guardian holds decision-making power of the account until the child reaches legal age (18 years).

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