• Systematic transfer plan: Wealth creation or insurance strategy?

    • February 4, 2026
    • Posted by: peakalpha2023
    • Categories: Blog, Financial planning, Health Insurance, Livemint, Risk management
    No Comments
    read more

  • Health insurance works—until you hide something

    • December 31, 2025
    • Posted by: peakalpha2023
    • Categories: Financial planning, Fundamentals of Investing, Health Insurance, Livemint, Risk management
    No Comments
    why health insurance is important
    read more

  • Premium holidays, childcare riders and health perks—decoding women-only term insurance

    • October 29, 2025
    • Posted by: peakalpha2023
    • Categories: Financial Independence and women, Health Insurance, Livemint, Risk management
    No Comments
    financial protection
    read more

  • Mom’s Money Toolkit: 10 Must-Have Habits & Hacks for Financial Power 

    • May 10, 2025
    • Posted by: Aneesha Anand
    • Categories: Blog, Financial Independence and women, Fundamentals of Investing, Mutual funds
    No Comments
    financial security
    read more

  • The Conversation No One Wants to Have: Managing Money for Your Retired Parents

    • March 25, 2025
    • Posted by: Aneesha Anand
    • Categories: Blog, Financial planning, Mutual funds, Retirement planning, Risk management
    2 Comments
    Retirement planning
    read more

  • Make your retirement corpus work harder so that it lasts till the end

    • November 20, 2019
    • Posted by: peakalpha2023
    • Categories: Financial planning, Livemint, Mutual funds, Retirement planning, Risk management
    No Comments
    read more

  • Why you should not expect your insurance policy to make money for you. Is life insurance a good investment ?

    • July 23, 2019
    • Posted by: peakalpha2023
    • Categories: Financial planning, Fundamentals of Investing, Health Insurance, Livemint, Risk management
    No Comments
    read more

  • PeakAlpha is first in class again – Winner Outlook Money Awards 2018

    • March 19, 2019
    • Posted by: peakalpha2023
    • Categories: Financial planning, Outlook Money, Podcasts/Radio/Speaker events/TV/Awards
    No Comments
    India's #1 Financial Planners
    read more

  • Insurance—a matter of life and debt

    • December 13, 2016
    • Posted by: peakalpha2023
    • Categories: Financial planning, Fundamentals of Investing, Health Insurance, Livemint, Risk management
    No Comments
    read more

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.

This will close in 0 seconds

This will close in 20 seconds