KYC Process — Step by Step (New Investors)

Follow these simple steps to complete your KYC and start investing. Most investors complete Aadhaar OTP–based e-KYC in just a few minutes.

1. 1
   Prepare Required Documents

   Keep your PAN card, Aadhaar number, mobile linked to Aadhaar, email ID, and bank account details (cancelled cheque or passbook).
2. 2
   Start Online KYC

   Begin Aadhaar OTP–based e-KYC (fastest) or complete digital KYC by uploading PAN and Aadhaar images if Aadhaar OTP is not available. Some platforms may guide you to Video KYC for verification.
3. 3
   Fill Personal Information

   Enter your name, date of birth, address, mobile number, and email exactly as per PAN and Aadhaar records to avoid rejection.
4. 4
   Complete Aadhaar OTP / Video KYC

   Verify your identity using Aadhaar OTP. If Aadhaar OTP is not accessible, the platform may request Video KYC for face and document verification.
5. 5
   Add Bank Details

   Enter your bank account number, IFSC, and upload a cancelled cheque if required. A penny-drop verification will confirm account ownership.
6. 6
   KYC Approval

   Most Aadhaar OTP–based KYCs are approved instantly. Digital or Video KYC approvals may take a few hours. After approval, you can start SIP, Lumpsum, or SWP immediately.