Finance

 The required documents to invest your money in reliance mutual fund

 Reliance Mutual Fund is one of the top mutual fund houses available in the country to provide the best in class schemes for the clients. If you have decided to invest your money in mutual fund schemes to make profit on it, you can go with Reliance Mutual Fund house with confidence because they are trusted by a large number of investors in the country. At the present time, they are offering 1033 funds for the investors in the market and they have return value of 21.28% in their investment schemes for the investors.

 If you have decided to go with Reliance Mutual Fund investment, you will need the complete information about the complete process to buy mutual fund scheme. First of all, the investors will require information about all the required documents for the investment in Reliance Mutual Fund schemes. As an investor, you can check the information about all mandatory documents to make the successful investments below:

Application form:

The investors will need to fill the application form and it is mandatory to buy a mutual fund.  Filling of the first form is very important to open the account for mutual fund and another form is required if you choose SIP plan within the mutual fund. ECS form is required for the facility of electronic transfer from the bank account.

KYC Compliance:

The PAN number of consumer must be verified under the KYC standards of the Indian Government for the investments in mutual funds. If the customer is already KYC-compliant, he will need to submit the KYC acknowledgement letter/copy of the KYC-compliance page. If the customer is not KYC-compliant, he will require the following documents:

  • KYC individual form
  • Passport-sized photograph

Proof of identity:

The customers can use any of the following documents as a proof of Identity

  • Voter’s ID card
  • Driving licence
  • PAN with photograph
  • Aadhaar card
  • Passport

Proof of address:

The customers have the options to use any of the following documents as proof of address

  • Ration card
  • Aadhaar card
  • Voter’s ID card
  • Driving licence
  • Flat maintenance bill
  • Registered lease/sale agreement of residence
  • Insurance copy
  • Passport
  • Bank account statement/Passbook
  • Utility bills including landline telephone bill, electricity bill or gas bill
  • Self-declaration by High Court and Supreme Court judges, giving the new address in respect of their own account

Proof of address in the name of the spouse is also acceptable.

Third party declaration for minors:

The parents are allowed to make the Investments for the Minor investors, and there will be a requirement of third-party declaration form for the process.

For non-individuals

Non-individuals including any company, trust, partnership firm, etc., will  require the following documents:

  • Certificate of registration/incorporation
  • Resolution of the Board of Directors to open an account for investment in Mutual Funds Schemes
  • List and signature/s of authorised person/s
  • Memorandum and Article of Association
  • Address proof
  • Deed of declaration of HUF
  • Bank Statement
  • Power of Attorney (for Trust)
  • Certificate of registration with Trust deeds (for Trusts)
  • SEBI (for FIIs)
  • Self-certification on letterhead (for banks, institutional investors, regulatory bodies, army organisations and government bodies

If you are searching for any kind of additional information about the required documents to make the investments in Reliance Mutual Fund, you can visit the official website of Reliance Mutual Fund house for it. You can also contact the officials of Reliance Mutual Fund house to get any kind of additional information regarding it. By getting information about all the required documents, the investors can easily take the next step to make the successful investments of money in the best schemes of Reliance Mutual Fund to make the profit with it.

September 2018
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