top of page

Hybrid Mutual Funds

Image by Radek Skrzypczak

For Hybrid Mutual Funds, the typical document list includes:

 

1. Application Form:

  • A completed and signed application form for investing in the hybrid mutual fund.

 

2. Identity Proof:

  • Government-issued photo ID (e.g., Aadhaar card, passport, or driver's license) of the investor.

 

3. Address Proof:

  • Recent address proof (e.g., utility bill, rental agreement, or bank statement) of the investor.

 

4. PAN Card:

  • Permanent Account Number (PAN) card of the investor.

 

5. KYC Compliance Documents:

  • Know Your Customer (KYC) documentation, which may include a photograph and a filled KYC form.

 

6. Investment Amount:

  • Information regarding the amount of investment in the hybrid mutual fund.

 

7. Nomination Form:

  • A completed nomination form to designate a beneficiary for the investment.

 

8. Investment Policy Document:

  • A document outlining the investment strategy, objectives, and asset allocation of the hybrid mutual fund.

​

!
Widget Didn’t Load
Check your internet and refresh this page.
If that doesn’t work, contact us.
bottom of page