Shyam Sunder

Like the Dashavatara in Hindu mythology, Shyam, the Managing Director and Co-founder of PeakAlpha, is in his third avatar as the Managing Director and Co-founder of PeakAlpha.

As Master Mariner and navigating officer, Shyam spent the first part of his career sailing some of the world’s largest oil tankers around the world. Then, equipped with an MBA from The Wharton School, University of Pennsylvania, Shyam helped some of the world’s leading financial services companies with business and technology challenges as a Strategy Consultant with Accenture and Mphasis.

Shyam’s passion for doing the right thing straddles all of his relationships and shapes the culture at PeakAlpha. Clear in his communication and innovative in his thinking, Shyam’s ability to come up with new and challenging games enlivens team outings and sales meets.

Shyam may have won the President’s gold medal, but no amount of eye rolls and groans stops him from telling us the story (for the 250689th time) of how he won the Vidaylin Baby Contest for the most beautiful baby in 1970!



STEPS TO CHECK YOUR KYC STATUS:

  1. Visit www.cvlkra.com and click on KYC Inquiry
  2. Enter your 10-digit PAN and Captcha and click on Submit
  3. Your KYC Status will be displayed as ‘KYC Validated / KYC Registered / KYC On-Hold’

WHAT DOES EACH KYC STATUS IMPLY?

  • 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.
  • The steps to resolve any KYC issues are easy and can be done from the comfort of your home. In case of any difficulties, feel free to contact
    your intermediaries or KRAs office/ helpline (available on their website) for further assistance.

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