• One word that describes the essence of financial planning

    • March 15, 2018
    • Posted by: peakalpha2023
    • Categories: Blog, Financial planning, Fundamentals of Investing, Mutual funds
    No Comments
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  • The tax bark is worse than its bite

    • February 22, 2018
    • Posted by: peakalpha2023
    • Categories: Financial planning, Fundamentals of Investing, Livemint, Risk management
    No Comments
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  • Reassurance of the financial planner saves me from panicking

    • February 11, 2018
    • Posted by: peakalpha2023
    • Categories: Children's education, Financial planning, Fundamentals of Investing, Risk management
    1 Comment
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  • A woman who plans is a woman in power

    • January 22, 2018
    • Posted by: peakalpha2023
    • Categories: Financial Independence and women, Financial planning, Fundamentals of Investing, Livemint, Risk management
    No Comments
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  • Making the shift from freelancing to fee-lancing

    • December 18, 2017
    • Posted by: peakalpha2023
    • Categories: Financial planning, Livemint, Retirement planning, Risk management
    No Comments
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  • Cash diets create unhealthy portfolios

    • November 20, 2017
    • Posted by: peakalpha2023
    • Categories: Financial planning, Fundamentals of Investing, Livemint, Mutual funds, Risk management
    No Comments
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  • SWP: Stretch your wealth plan

    • October 18, 2017
    • Posted by: peakalpha2023
    • Categories: Financial Independence and women, Financial planning, Fundamentals of Investing, Livemint, Retirement planning
    No Comments
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  • Loans—the good, bad and ugly

    • September 25, 2017
    • Posted by: peakalpha2023
    • Categories: Financial planning, Fundamentals of Investing, Livemint, Risk management
    No Comments
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  • It’s my life with Priya Sunder – Radiowalla Interview

    • August 29, 2017
    • Posted by: peakalpha2023
    • Categories: Financial planning, Fundamentals of Investing, Mutual funds, Podcasts/Radio/Speaker events/TV/Awards
    No Comments
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  • Early retirement: exercise the power of choice

    • August 21, 2017
    • Posted by: peakalpha2023
    • Categories: Financial planning, Livemint, Retirement planning, Risk management
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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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