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Everything our investors ask for most often — statements, KYC, registrars and regulator portals, gathered in one place.

Plan & assess

Know your risk profile

Risk Profiler10 questions · branded PDF report by email Portfolio AnalyzerUpload holdings · health score, overlap & model portfolio Financial Data SheetIncome, expenses, loans, goals & insurance · PDF by email Financial CalculatorsSIP, lumpsum, SWP & retirement planning
Your account

Portfolio & statements

Investor LoginPortfolio, SoA & transactions MF CentralOne-stop statements across all AMCs CAMS StatementsSoA & capital gain (CAMS-serviced funds) KFintech StatementsSoA & capital gain (KFintech funds) Consolidated CASAll folios in a single statement NSDL CASDemat + mutual fund holdings
Onboarding

KYC & compliance

KYC rules changed from 1 April 2024. Under SEBI circular SEBI/HO/MIRSD/FATF/P/CIR/2023/0144 dated 11 August 2023, KRAs must verify your PAN (including PAN–Aadhaar linkage), name, address, mobile number and email within two days of receiving your KYC records. If any attribute cannot be verified, you will not be allowed to transact until it is corrected — so make sure your KRA holds a valid email ID and mobile number.

KYC statusExisting mutual fundsNew mutual fundsWhat you should do
KYC ValidatedNo impactNo impactNothing required.
KYC RegisteredNo impactAllowed, but a fresh set of KYC documents must be submitted each time you invest with a new fund houseRe-do your KYC using Aadhaar as the OVD to move the status to Validated.
KYC On-Hold / RejectedTransactions not allowedTransactions not allowedComplete PAN–Aadhaar seeding, update and validate your email and mobile, and re-submit pending documents to the KRA. Using Aadhaar as the OVD moves you straight to Validated.
Step 1

Check your KYC status

Open your KRA below, enter your PAN and submit to see your status along with the proof you originally submitted.

CVL KRAOpen › KYC Enquiry CAMS KRAOpen › My KYC Status NSDL KRAOpen › Inquiry on KYC NSE (DOTEX) KRAOpen › KYC Inquiry KARVY KRAOpen › KYC Enquiry
Step 2

Validate your contact details

Your email and mobile must be validated in your KYC record. Use the link for the KRA that holds your KYC.

CAMS KRAUpdate PAN & contact details CVL KRAKRA verification portal NSDL KRAClient-initiated KYC KARVY KRAKYC validation KFintechValidate & modify KYC
Step 3

Move from Registered to Validated

Once your KYC reads “Validated” you can transact anywhere in the securities market without resubmitting documents. To get there, modify your KYC using Aadhaar as the officially valid document.

CVL KRA remediationOnly if Aadhaar is already your OVD CAMS KRA remediationUpdate details & re-validate KFintech remediationOnline KYC modification

Before you start

  • Validate your email ID and mobile number with the KRA.
  • Make sure your PAN is already linked with Aadhaar.
  • Keep the mobile number registered against Aadhaar handy for the OTP.

Officially valid documents (OVDs) accepted

Any one of the documents below can be used. Note that only when Aadhaar is used as the OVD, and the KRA validation succeeds, does your status become Validated.

  • Passport
  • Driving licence
  • Proof of possession of Aadhaar number
  • Voter’s ID issued by the Election Commission of India
  • Job card issued by NREGA, duly signed by a State Government officer
  • Letter issued by the National Population Register containing name and address

Keep these ready for the online e-sign route

  • Image of your PAN card
  • Image of your signature
  • Photograph for upload
  • An OVD showing your current address

How the details are verified

You can raise a modification request on your KRA’s website, or download the KYC form from the KRA site and submit it at any investor service centre of an AMC or RTA. The details you enter are validated by the KRA against official databases — the Income Tax database for PAN and the UIDAI database for Aadhaar-related checks.

Support

KRA helpdesks

KRAWebsiteHelpdeskEmail
CVL KRAcvlkra.com080-6914 4848cvlhelpdesk@cvlindia.com
NDML KRAkra.ndml.in022-4914 2600 to 2606info.kra@nsdl.com
CAMS KRAcamskra.com1800 572 6558 (toll free)enq_kyc@camskra.com
DOTEX KRAnsekra.com022-2659 8182 / 8407dotex_kraops@nse.co.in
KARVY KRAkarvykra.com8121 096850 / 8019 355102kra@karvy.com
Also useful

Tax & investor guides

What is KYC?AMFI investor guide Income Tax e-FilingReturns, AIS & Form 26AS
Industry

Regulators & research

AMFI IndiaNAVs, factsheets & industry data SEBIRegulations & investor education SEBI SCORESRegister an investor grievance SID / KIM filingsScheme documents on SEBI IRDAIInsurance regulator RBIRates, circulars & lending norms CIBILCheck your credit score before a loan EPFOProvident fund passbook & claims

These links are provided purely for investor convenience. Rytvae Consulting does not own, operate or control any third-party website listed here and is not responsible for their content, availability or data practices.