Now, you can also open your Mutual Fund account from anywhere anytime by downloading our Android MF Mobile App - "SAS MF - SAS WealthFinance" from Google Play Store.
NOTE: Open your account in same name which is registered in CVL KRA.
To check your KYC status, click HERE >> Click on "KYC Inquiry" >> Search with your PAN number:
(2) If your KYC is not done, then KYC is required to be done first with any KRA, as you need to be KYC compliant to invest into Mutual Funds.
You may do your KYC with us (SAS Online) by completing below mentioned formalities: (There would not be any extra charges for same):
1. CKYC form (Attached)
2. 1 Photo with cross signature.
3. Pan card copy.
4. Address proof (Adhaar Card, Voter card, Passport, Driving license, Electricity Bill, Latest 6 months valid bank statement with bank logo in PDF format.
Note- All documents should be self attested and are required in hard copy at our official address.
(3) If KYC is already done then you can On-Board in just 5 minutes and can transact instantly in Mutual Fund by completing simple 4 steps as given below :
Key Features :-
- Transact Online
- View Investments Across All Assets Classes, AMC wise and Family wise
- Recent Transactions for MF
- Check Holding Report for MF
- Factsheet
- Recommended Funds
- Market View - News and Videos
- Schedule tasks for your Advisor
- Alerts - SIP Expiry, SIP Bounced, SIP Terminated.
- Calculators
- E-locker facility to save all your personal documents and insurance policy copies
Step - 1
Step - 2
Step - 3
Step - 4
Can sign digitally and submit for account opening -
