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Contact our dedicated help desk at

KYCHelpDesk@edelweissmf.comConnect With Us

Check Your KYC Status

Understanding of KYC Status,

  • Validated :Transaction allowed across all AMC's

  • Registered :Transaction allowed in AMCs where existing investment is available.

  • On Hold/Rejected :Transaction allowed with fresh KYC

You can additionally check your KYC status in all KRAs:

Pre-requisites & Instructions

  • Keep copies of your Aadhaar and PAN readily accessible.
  • Keep a copy of your signature on a plain white sheet.
  • Have your Digilocker account credentials handy for easy login.
  • Make sure your mobile phone, which is linked to your Aadhaar, is ready to receive and confirm OTPs.
  • Before starting the KYC process, enable the camera and location on your laptop, desktop, or smartphone.
  • Make sure you have a reliable internet connection and mobile signal.

Validate your KYC in simple steps

STEP

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Documents upload via Digilocker

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Selfie authentication.

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Enter Personal Details.

STEP

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Capture signature.

STEP

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Review & e-sign via Aadhaar OTP.

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5 Steps to make your KYC status investment ready

Start the journey

  • Visit https://www.edelweissmf.com/invest/home , enter PAN start the journey.

  • If you are new investor to Edelweiss Mutual Fund, you will be directed to the KYC validation process.

  • If you are existing investor with Edelweiss Mutual Fund, login and go to ‘Profile’ from top-right corner. Select ‘Re-KYC’ from drop-down to start KYC modification journey.

  • Follow the instructions given on screen to complete your KYC.

Document upload via Digilocker

  • Keep your Digilocker credentials handy to authenticate online documents upload during the KYC journey.

Capture photo and online signature via camera.

  • While capturing online picture avoid shadows on face or anything blocking face view.

  • We recommend capture signature using camera over upload the signature image.

Enter Personal Details

  • Check your details fetched from Digilocker. Fill missing details like Father/ Spouse Name, Mother Name, Occupation, Date of Birth.

Review & e-Sign via Aadhaar OTP.

  • Review the application generated and authenticate it using Aadhaar OTP.

If you drop in between the process ‘Resume Application’ using reference number received in email.

Off-line KYC Process

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Frequently Asked Questions

Know more about KYC.

Answer: KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund, etc), you need not undergo the same process again when you approach another intermediary.

Answer: Visit https://www.cvlkra.com/ 🡪 Go to ‘KYC Inquiry’ from top menu bar 🡪 Enter PAN and check the captcha 🡪 Click on ‘Submit’ button. You can see your KYC status against any one KRAs. (Example: CVL, NDML KRA, DOTEX KRA, CAMS KRA, Karvy KRA)

KYC Validated

  • Relax! You have to do nothing at all!
  • Over 73% of investors are KYC Validated, you too are one of them.
  • You can do any transaction in any mutual fund, anytime.

KYC Registered

  • You can continue making transactions (like Purchases, Redemptions, Switches, SIPs, etc.) in all your existing Mutual Fund investments without any hassle.
  • Only if you want to invest in a mutual fund where you don’t have any investment already, you will have to do your KYC once again.
  • You can get your KYC status changed to ‘KYC Validated’ by doing the KYC Update/ KYC Modification process using PAN and Aadhaar from XML, Digi-locker or M-Aadhaar.
  • The process to do this is simple, available on all Mutual Fund/RTA websites and takes few minutes to complete.
  • Once your KYC status changes to Validated you can invest in any Mutual Fund of your choice without any requirement of re-KYC.

KYC On-Hold/Rejected

  • The KYC status on the Mutual Fund /RTA website, will show the reason for ‘KYC On-Hold’/Rejected status; it could be: Mobile or Email not validated / PAN is not linked with Aadhaar / Deficiency in the KYC documents, etc.
  • You simply have to remediate the reason for KYC On-Hold/Rejected by following the steps given on the Mutual Fund Website. Once your KYC status changes to Registered/Validated you will be all set to start transacting, as per the KYC status.

Answer: You can read more about KYC here. Or write to us on KYCHelpdesk@edelweissmf.com

MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.