PPFAS SelfInvest - Update/Modify KYC

What investors need to do…

Aadhaar is a supreme document for Mutual Fund KYC. Eventually, everyone has be to complete their KYC with Aadhaar

Check/Update your KYC status

Frequently Asked Questions (FAQs) about Update/Modify KYC.

KYC statuses and their impact

KYC status	Existing AMC	New AMC	Need KYC Update
KYC Validated	No Implications.	No Implications.	No
KYC Registered	All financial transactions with existing AMC are allowed	Financial transactions with new AMC will be not allowed	For investing with Existing AMC - No For Investing with New AMC - Yes
KYC On Hold	Investor will be able to transact after remediating the reason for KYC status On Hold	Investor will be able to transact after remediating the reason for KYC status On Hold	Yes

Reference Master Circular on KYC norms Point No. 101 - The validated records shall be allowed portability i.e. the client need not undergo the KYC process again when the client approaches a different intermediary in the securities market and the intermediary shall fetch the validated records from the KRA database.


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