ICICI prudential Mutual Fund CNBCTV-18.com present Smart Investor, an exclusive e-forum with leading voices from the industry sharing insights on how mutual funds can help you reach your goals through a range of simple and relevant investment solutions. In this episode, Santosh Nair of CNBC-TV18 and Pankaj Mathpal, Founder and CEO, Optima Money discuss how you can achieve your financial goals in 2021-22.
I. Know Your Customer (KYC): To invest in Mutual Funds, you will need to complete your Know Your Customer (KYC) requirements. You can do so by visiting any AMC branch or nearest Point of Service and submitting the completed KYC Form along with all the required self-attested documents. Individual investors would be required to submit the following documents • A recent passport sized Photograph • A Proof of identity – A copy of your PAN card • A Proof of Address – A copy of your Voter ID card, Passport or Driving License. If you are already KYC Verified and would like to update any of your information, you can submit a completed KYC Details Change Form with the required self-attested documents at your nearest AMC branch or Point of Service.
II. SEBI registered Mutual Funds: We advise investors to make informed decisions and are cautioned to invest only with SEBI registered Mutual Funds. List of Registered Mutual Funds is available at https://www.sebi.gov.in/intermediaries.html
III. Complaint Redressal: For any queries, complaints & grievance redressal you can reach out to us at firstname.lastname@example.org or call us on 1800222999. If you are unsatisfied with the resolution or wish to escalate the matter, you may write to Investor Service Officer at email@example.com. For this purpose, Mr. Rajen Kotak is the Investor Relations Officer of the Mutual Fund. He can be contacted at 2nd Floor, Block B-2, Nirlon Knowledge Park, Western Express Highway, Goregaon (East), Mumbai – 400 063. Tel No.:022-2685 2000, FAX No.: 022 -2686 8313. In case the investor is not satisfied with the resolution given by AMC, he can approach SEBI by registering his complaint on SCORES (SEBI Complaints Redress System) through https://scores.gov.in/scores/Welcome.html
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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