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Operations Support

Full array of in-person operations support so you spend minimal time and energy on paperwork

We provide full array of in-person operations support for our clients, so that you spend minimal time and energy in the paperwork. A dedicated operations team helps ensure that all your investments meet the regulatory requirements and your transactions are hassle free.

What We Help With

Comprehensive operations support services

Fresh KYC for Resident and Non-Resident Indians

Having a 'KYC Validated' status is necessary in order to make investments in market related instruments such as mutual funds, stocks, etc.

Check your KYC status

KYC Status Update

If your status is 'KYC Registered' (not Validated), you can only invest in existing folios, not new ones. We assist with updating the status to 'KYC Validated'.

CAMS Online KYC Modification

Updates to Portfolio

We help you with various portfolio updates including nominee details, contact information in folios, and other essential modifications.

Bank Account Changes

Assistance with changing associated bank account(s) and setting up of bank mandates for your investments.

Portfolio Consolidation

Consolidate your scattered investments across multiple folios and platforms for easier tracking and management.

Physical to DEMAT Conversion

Although we don't directly do this, we can guide you through the process or connect you to external agencies who do this for a fee.

Transmission Support

We support our clients in the transmission process as per defined nominees or mode of account holding in case of bereavement of an account holder.

Investing for Minors

It is possible to open a mutual fund account for your minor child. This helps you clearly and separately track the investments made for the child's goals such as graduation, post-graduation, marriage, etc.

Requirements to open a minor's account:

  • Birth certificate of the child
  • KYC validated status for any of the parents
  • A minor bank account of the child, with the said parent as the guardian

Need Operations Assistance?

Let us handle the paperwork while you focus on your financial goals.

Get In Touch

Frequently Asked Questions

Common questions about our operations support services

What is KYC and why is it important for investing?
KYC (Know Your Customer) is a regulatory requirement that verifies your identity. Having a 'KYC Validated' status is necessary to invest in market-related instruments like mutual funds and stocks. Without KYC validation, you can only invest in existing folios, not new ones.
How can I check my KYC status?
You can check your KYC status on the CVL KRA website (cvlkra.com). If your status shows 'KYC Registered' instead of 'KYC Validated', you'll need to complete additional verification to make new investments.
Can I open a mutual fund account for my child?
Yes, you can open a mutual fund account for a minor child. This requires the child's birth certificate, a parent with KYC validated status, and a minor bank account with the parent as guardian. This helps track investments for child-specific goals like education.
What happens to investments when an account holder passes away?
We support clients through the transmission process, which transfers investments to nominees or joint account holders as per the defined mode of holding. Our team guides you through the required documentation and regulatory procedures.