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KYC Corner

Please refer the table below to know the remediation process for the KYC status
KYC STATUS EXISTING Investor in Mahindra Manulife Mutual Fund ("Mahindra Manulife MF") NEW Investor in Mahindra Manulife Mutual Fund ("Mahindra Manulife MF") Remediation Process
KYC Validated Invest Seamlessly Invest Seamlessly No Action required
KYC Registered If the KYC status is registered but not validated, an investor can seamlessly transact in Mahindra Manulife MF. To change the KYC status to VALIDATED, kindly follow the process as mentioned in the Remediation Process column Investor will need to do a Re-KYC for investing in the schemes of Mahindra Manulife MF. Kindly follow the Remediation process as mentioned in the next column 1. If Adhaar was used as OVD in existing KYC but the kyc status is shown as registered, please click the link of respective KRA below to validate KYC.
KRA Links to Validate KYC
2. If for existing KYC any OVD other than Adhaar was used, investor will have to do Re-KYC
  1. a) Existing investor in Mahindra Manulife MF - Can modify their KYC by clicking on following link https://www.mahindramanulife.com/kycmodification
  2. b) New Investor in Mahindra Manulife MF -
Kindly follow one of the below mentioned processes
Online Process
You can modify your KYC status to ‘’Validated‘’ by using Aadhaar as OVD through the online facility made available by all intermediaries which include mutual funds where you have transacted before.

Click here here to modify the KYC status

Offline Process
You can download the KYC Modification form by clicking here. Fill-in the details and submit the signed form along with the necessary supporting documents and originals for verification to any of our AMC/RTA branches.
Locate Us https://www.mahindramanulife.com/contact-us

KYC supporting documents
  1. •KYC Form
  2. •Pan Copy
  3. •Address proof
(For Kyc Validation, please prefer Address proof as latest Aadhar copy.)
Note:- All supporting documents should be self-attested by kyc holder.

For Address proof, Refer to below mentioned Officially Valid Document (OVD) list.
  1. 1.Passport.
  2. 2.Driving licence.
  3. 3.Proof of possession of Aadhaar number.
  4. 4.Voter's Identity Card issued by Election Commission of India.
  5. 5.Job card issued by NREGA duly signed by an officer of the State Government.
  6. 6.Letter issued by the National Population Register containing details of name address.
  7. 7.Any other document as notified by the Central Government in consultation with the Regulator.

Once the KYC status is VALIDATED, you will find it convenient to invest in any mutual fund scheme of your choice.

To know more, Click Here.
KYC on Hold/Rejected Investor will have to do Re-KYC/remediate the reason of hold/Rejected. Follow the Remediation process as mentioned in the next column Investor will have to do Re-KYC/remediate the reason of hold/Rejected. Follow the Remediation process as mentioned in the next column Re-Submit KYC Online or Offline

1. Existing investor Mahindra Manulife MF - Can modify their KYC by clicking on following link https://www.mahindramanulife.com/kycmodification

2. New Investor in Mahindra Manulife MF-
  1. a. Online:
You can modify your KYC status to ‘’Validated‘’ by using Aadhaar as OVD through the online facility made available by all intermediaries which include mutual funds where you have transacted before.

Click here here to modify the KYC status

  1. b. Offline:
Alternatively, you can download the KYC Modification form by clicking here. Fill-in the details and submit the signed form along with the necessary supporting documents and originals for verification to any of our AMC/RTA branches.
Locate Us https://www.mahindramanulife.com/contact-us

KYC supporting documents
  1. •KYC Form
  2. •Pan Copy
  3. •Address proof
(For Kyc Validation, please prefer Address proof as latest Aadhar copy.)
Note:- All supporting documents should be self-attested by kyc holder.

For Address proof, Refer to below mentioned Officially Valid Document (OVD) list.
  1. 1.Passport.
  2. 2.Driving licence.
  3. 3.Proof of possession of Aadhaar number.
  4. 4.Voter's Identity Card issued by Election Commission of India.
  5. 5.Job card issued by NREGA duly signed by an officer of the State Government.
  6. 6.Letter issued by the National Population Register containing details of name address.
  7. 7.Any other document as notified by the Central Government in consultation with the Regulator.

Once the KYC status is VALIDATED, you will find it convenient to invest in any mutual fund scheme of your choice.

To know more, Click Here.

You can also reach out to our Customer Service Hotline No.1800 419 6244 for further assistance. For more info visit https://www.mahindramanulife.com

Key Benefit of having KYC status as VALIDATED

To avoid inconvenience of submission of KYC documents repeatedly and to ensure seamless transactions, not just in new mutual funds but with any intermediary in the securities market, we recommend investors to complete the KYC using Aadhaar as OVD (preferably in online mode or latest Aadhaar card copy) and have Email and/or Mobile validated. A KYC done using Aadhaar as OVD provides the benefit of KYC portability across all intermediaries dealing in the securities market.