Streamline Client Onboarding with

Our Advanced Mutual Fund KYC Module

Ensure SEBI KYC Norms Compliance and build trust with a seamless Investor Identification Process.

KYC (Know Your Customer)

The KYC (Know Your Customer) process is a pivotal regulatory requirement for mutual fund distributors and brokers. Our Online KYC for Mutual Funds Module simplifies this crucial process, ensuring a smooth, secure, and compliant client onboarding experience. Discover how our module can elevate your client onboarding process while adhering to the stringent SEBI KYC Norms for Mutual Funds.

Automated Verification

Automate the KYC Document Verification for Mutual Funds, minimizing manual errors and speeding up client onboarding.

Document Collection & Verification:

Effortlessly collect and verify essential documents in a secure environment, ensuring a seamless and compliant KYC process.

Data Privacy & Security

With robust encryption and security protocols, rest assured your client data remains protected, adhering to the Prevention of Money Laundering Act (PMLA) Compliance.

Real-time Monitoring & Reporting

Stay updated with real-time monitoring of the KYC process and generate instant reports to ensure ongoing compliance with Mutual Fund KYC Requirements.

Integration with Existing Systems

Easily integrate our KYC module with your existing systems for a streamlined workflow, ensuring seamless Central KYC Registry (CKYCR) coordination.

User-Friendly Interface

A simple, intuitive interface ensures a hassle-free KYC process for both your team and your clients, facilitating an efficient Customer Profiling and Record Keeping process.

KYC Complaint Interactive Demo:

Explore the functionality of our Mutual Fund KYC Module through an interactive demo. Experience the ease of client verification, document collection, and compliance reporting.

Non KYC Complaint Interactive Demo:

Explore the functionality of our Mutual Fund KYC Module through an interactive demo. Experience the ease of client verification, document collection, and compliance reporting.

Testimonials

Hear from our satisfied customers how our KYC Module transformed their client onboarding process while ensuring complete SEBI KYC Norms compliance.

Ready to Simplify Your Mutual Fund KYC Process?

Request a personalized demo to see how our KYC Module can streamline your client onboarding process and ensure full compliance with Mutual Fund KYC Requirements.

Request a Demo