In the scenarios where KYC status is not verified, after you complete your online registration with us, you’ll have to finish just one more small step to start investing, i.e., you’ll have to send us your account-opening documents (a copy of your PAN card, your cancelled cheque leaf, etc.). You will receive an email stating these details / our representative will call you to take you through this step. You can send your documents to us in the following ways:
1. Let us pick-up your documents – Just give us a call on (0) 7667 166 166, and we’ll send our representative over to pick up your account-opening documents.
2. Schedule an appointment for an insta-video call – FundsIndia is the only online investment platform that offers the insta-video call feature. Using this service, any investor who is KYC-registered (with CVL KRA / through our Aadhaar-based eKYC system) can start investing in a host of mutual fund schemes, in a completely paperless manner, in just a few minutes. You can call (0) 7667 166 166 to book an appointment for an insta-video call today.
3. Courier your documents to us – You can print your documents and mail / courier them to us at: Wealth India Financial Services Pvt. Ltd., 3rd Floor, Uttam Building, No. 38 and 39, Whites Road, Royapettah, Chennai – 600 014, Tamil Nadu, India
4. Pre-paid return envelope - If you would like, we could send over a pre-paid return envelope which has been paid for by us. All you have to do is enclose the required account-opening documents, and post it to us.
Once we receive your account-opening documents, your FundsIndia account will be ready for investments in the next 24 hours (if there are no discrepancies in the information provided).