KYC Corner

Existing Investor in Mahindra Manulife Mutual Fund ("Mahindra Manulife MF"):

If the KYC status is registered but not validated, an investor can seamlessly transact in Mahindra Manulife MF.
To change the KYC status to Validated, kindly follow the process as mentioned below in the Remediation Process.

Definition of an existing investor:

The folio created before December 21,2024 and at least one financial transaction should have taken place for the PAN if folio is created on or after December 21,2024 Investor will need to do a Re-KYC for investing in the schemes of Mahindra Manulife MF. Kindly follow the Remediation process as mentioned below.

New Investor in Mahindra Manulife Mutual Fund ("Mahindra Manulife MF"):

Investor will need to do a Re-KYC for investing in the schemes of Mahindra Manulife MF. Kindly follow the Remediation process as mentioned below.

Remediation Process:

1. If Aadhaar was used as OVD in existing KYC but KYC Status is shown as registered, please click the link of respective KRA below to validate KYC:

   • CAMSKRA CAMS
   • CVLKRA CVL
   • KARVYKRA KARVY
   • KFINKAR
   • NDML KRA

2. If for existing KYC any OVD other than Aadhaar was used, investor will have to do Re-KYC:

   a. Existing Investor in Mahindra Manulife MF : Can modify their KYC by Click here.

   b. New Investor in Mahindra Manulife MF:

   Kindly follow one of the processes mentioned below.

   • Online Process: You can modify your KYC status to "Validated" by using Aadhaar as OVD through the online facility made available by all intermediaries which include mutual funds where you have transacted before.
   • Click here to modify the KYC status

   • Offline Process: You can download the KYC Modification form by Clicking Here. Fill-in the details and submit the signed form along with the necessary supporting documents and originals for verification to any of our AMC/RTA branches.
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   KYC Supporting Documents:

   • KYC Form
   • PAN Card Copy
   • Address Proof

   Note: All supporting documents should be self-attested by KYC holder.

   For NRI Client Supporting Documents

   • KYC Form
   • PAN Copy
   • FATCA
   • Passport / OCI Card / PIO Card
   • Overseas Address proof
   • In case of Merchant Navy NRI's, Mariner's declaration or certified copy of CDC (Continuous Discharge Certificate) is to be submitted

   For address proof, refer to the Officially Valid Document (OVD) list mentioned below.

   • Passport
   • Driving Licence
   • Proof of possession of Aadhaar number
   • Voter's Identity Card issued by Election Commission of India
   • Job card issued by NREGA duly signed by an officer of the State Government
   • Letter issued by the National Population Register containing details of Name Address
   • Any other document as notified by the Central Government in consultation with the Regulator

Once the KYC status is Validated, you will find it convenient to invest in any mutual fund scheme of your choice. To know more, view the KYC Registered status guide (PDF).

Existing Investor in Mahindra Manulife Mutual Fund ("Mahindra Manulife MF"):

Investor will have to do Re-KYC/ remediate the reason of hold/Rejected. Follow the Remediation process as mentioned below.

New Investor in Mahindra Manulife Mutual Fund ("Mahindra Manulife MF"):

Investor will have to do Re-KYC/ remediate the reason of hold/Rejected. Follow the Remediation process as mentioned below.

Remediation Process:

Re-Submit KYC Online or Offline

1. Existing Investor in Mahindra Manulife MF : Can modify their KYC by Click here.
2. New Investor in Mahindra Manulife MF:
3. • Online Process: You can modify your KYC status to "Validated" by using Aadhaar as OVD through the online facility made available by all intermediaries which include mutual funds where you have transacted before.
   • Click here to modify the KYC status

   • Offline Process: Alternatively, you can download the KYC Modification form by Clicking Here. Fill-in the details and submit the signed form along with the necessary supporting documents and originals for verification to any of our AMC/RTA branches.

   KYC Supporting Documents:

   • KYC Form
   • PAN Card Copy
   • Address Proof

   Note: All supporting documents should be self-attested by KYC holder.

   For NRI Client Supporting Documents

   • KYC Form
   • PAN Copy
   • FATCA
   • Passport / OCI Card / PIO Card
   • Overseas Address proof
   • In case of Merchant Navy NRI's, Mariner's declaration or certified copy of CDC (Continuous Discharge Certificate) is to be submitted

   For address proof, refer to the Officially Valid Document (OVD) list mentioned below.

   • Passport
   • Driving Licence
   • Proof of possession of Aadhaar number
   • Voter's Identity Card issued by Election Commission of India
   • Job card issued by NREGA duly signed by an officer of the State Government
   • Letter issued by the National Population Register containing details of Name Address
   • Any other document as notified by the Central Government in consultation with the Regulator

Once the KYC status is validated, you will find it convenient to invest in any mutual fund scheme of your choice. To know more, view the KYC On Hold or Rejected status guide (PDF).