Priya Sunder is the Director and co-founder of PeakAlpha Investments. PeakAlpha is a 11-year old wealth management company based in Bangalore, serving more than 3500 customers. PeakAlpha was awarded the country’s best individual financial advisor award by UTI CNBC TV 18 in 2015. In the same year, it also won the award for the best performing individual financial advisor for the South. PeakAlpha also won the coveted Distributor of the Year—South award by Wealth Forum in 2015 in addition to a slew of other awards by the forum in the same year and in previous years.

Prior to PeakAlpha, she worked for several years with Fragomen, Del Rey, Bernsen and Loewy LLP, one of the largest corporate law firms in the United States. Priya holds a Bachelors and a Master’s Degree in Economics, as well as a second Master’s Degree in Business and Economic Journalism from the prestigious Medill School of Journalism, Northwestern University, Chicago.

Priya is regularly interviewed and quoted by leading publications for articles on personal finance. She has been a columnist for the Economic Times and her articles have appeared in the Times of India, Savvy and other leading Indian publications. Priya has also been invited as an expert on personal finance for a radio show and has moderated an Economic Times panel discussion.

Priya is passionate about music, animals and food. She is also a singer in an all-girl band!



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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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