Resources
What to bring, and where to check.
What to bring, where to check, and who to contact if something goes wrong. Print a checklist before you visit.
What to bring
Opening your first mutual fund investment
- PAN card
- Aadhaar linked to your mobile number
- Cancelled cheque or recent bank statement
- Passport-size photograph
- Nominee's name, relationship and date of birth
Buying health or term insurance
- PAN and Aadhaar
- Income proof for term cover above certain amounts
- Medical history and current prescriptions
- Existing policy details, if any
- Nominee details
NRI KYC
- Passport with visa or residence permit
- Overseas address proof
- PAN
- NRE or NRO bank account details
- FATCA declaration of tax residency
A portfolio review
- Latest consolidated account statement (CAS)
- Insurance policy documents
- Fixed deposit and bond certificates
- A list of goals with rough dates and amounts
Official links
Every investor should know these. They are free and run by regulators or official bodies.
- AMFI: verify a distributor's ARNCheck that anyone selling you mutual funds is registered.
- SEBI investor websiteInvestor education and alerts from the market regulator.
- SEBI SCORES: lodge a complaintFor complaints about mutual funds or market intermediaries.
- IRDAI Bima Bharosa: insurance grievancesFor complaints about an insurer or an insurance claim.
- Income Tax e-filing: PAN-Aadhaar link statusCheck whether your PAN is linked and operative.
- CAMS and KFintech: consolidated statementRequest a CAS listing every mutual fund you hold.
- Insurance OmbudsmanFree dispute resolution for insurance policyholders.
Something wrong with a product we sold you? Tell us first; most issues are fixed in a day. Our escalation steps are on the disclosures page.
Talk to someone who has done this for 39 years.
A first conversation is free and takes about thirty minutes, at the office in Angamaly or over a call.
Opposite St Martin's Shrine, Angamaly South P.O.
Angamaly, Kerala 683573
- Monday to Friday: 9:00 am to 6:00 pm
- Saturday: 9:00 am to 5:00 pm
Get directions
Ten minutes from Cochin International Airport