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Mutual fund KYC puzzle: How to solve it

May 1, 2024

Amol Joshi, Founder of PlanRupee Investment Services talks about the hardships that mutual investors are facing because of re-KYC mandate, what are the different KYC registration statuses, how to validate KYC and the issues specific to NRI investors.

Amol Joshi Founder Of Planrupee Investment Services Income Tax Planrupee Investment Services Officially Valid Document Name Validation

Source: moneycontrol.com

Why a PAN–MF folio name mismatch will lead to an application being rejected

April 30, 2024

Effective April 30, your name on a mutual fund application must match your income-tax permanent account number. But only fresh folios will be impacted.

Suresh Kumar Raja Mohammed Irfan Fund House Exchange Board Of India Tax Department Exchange Board

Source: moneycontrol.com

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Mutual fund KYC puzzle: How to solve it

Why a PAN&#x2013;MF folio name mismatch will lead to an application being rejected

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Why a PAN–MF folio name mismatch will lead to an application being rejected