Update Contact Details in KYC Records & Mutual Fund Folios – Quick Guide

Change or Updation in Contact Details

1. Update Contact Details in KYC Records

Step 1: Collect the Required Documents

To update your contact details in KYC, you’ll need:

Documents Required:

1.     KYC Details Change Form (available on any KRA or AMC website)

2.     Self-attested copy of Proof of Address (for verification)

3.     Self-attested PAN card copy (for verification)

4.     Update the new contact details (mobile number or mail id)

Step 2: Submit the KYC Change Request

Option A: Physical Submission

      1. Fill the KYC Details Change Form completely and sign it.

      2. Attach self-attested copies of your documents.

      3. Submit it to:

            a) Your Mutual Fund distributor, or

            b) Any KRA office, or

            c) Any AMC branch (they will forward it to the respective KRA).

You’ll receive an acknowledgement once the documents are verified.

Option B: Online (eKYC update)

Most KRAs now allow online contact detail change if your Aadhaar is linked and verified.

2. Update Address in Mutual Fund Folios

Once your KYC has been successfully updated, the new contact details automatically reflect in all mutual fund folios registered under your PAN and the same KYC.

However, if the KYC is non-validated, or if some AMCs maintain their own records (for example, old folios or direct-held accounts), then you may need to send a written request or Change of Contact details Form to each AMC, along with:

      1. Self-attested address proof

      2. Self-attested PAN copy

      3. Latest KYC acknowledgement

3. Timeline

      1. KYC update: Typically, 2–5 working days after submission.

      2. Mutual fund reflection: Within 5–7 working days after KYC is updated.

 


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