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FINANCIAL TRANSACTION SLIP Folio no.: Name : (For Honky folios) ADDITIONAL PURCHASE REQUEST New address TRANSACTION SLIP Scheme name & plan Option: (Please) Growth Instrument amount (Rs.) DD charges,
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How to fill out for nonkyc folios

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How to fill out for non-KYC folios:

01
Visit the website of the financial institution or asset management company where you want to open a non-KYC folio.
02
Look for the option to open a new folio and click on it.
03
Fill in all the required personal information such as your full name, date of birth, gender, address, and contact details.
04
Provide your bank account details, including the account number and the IFSC code of your bank branch.
05
Upload the necessary documents such as proof of identity, proof of address, and a passport-sized photograph. Make sure these documents are valid and meet the criteria set by the financial institution.
06
Review the information provided and make any necessary corrections.
07
Once you are satisfied with the details, submit the application.
08
Wait for the financial institution to process your application. You may receive an email or phone call if any additional documentation is required.
09
Upon successful verification and approval, the non-KYC folio will be opened, and you will be provided with the relevant details and documents.

Who needs non-KYC folios?

01
Individuals who do not wish to provide their Know Your Customer (KYC) details to the financial institution or asset management company.
02
Investors who want to maintain confidentiality and privacy regarding their personal information.
03
Individuals who are not eligible or do not want to go through the KYC process due to certain reasons, such as non-resident Indians (NRIs) or foreign investors.
Please note that the availability and requirements for non-KYC folios may vary depending on the financial institution and the jurisdiction. It is advisable to consult with the specific institution or seek professional advice for accurate and up-to-date information.
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Non-KYC folios refer to mutual fund investment accounts that do not have the Know Your Customer (KYC) information of the investor.
Investors who have mutual fund investment accounts without KYC information are required to file for non-KYC folios.
To fill out for non-KYC folios, investors need to provide the necessary KYC information to update their mutual fund investment accounts.
The purpose of filing for non-KYC folios is to ensure compliance with regulatory requirements and to maintain updated investor information.
The information that must be reported on non-KYC folios includes investor's personal details, identification documents, and other KYC information as required.
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