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ankitkumarin1 5 views 16 slides Oct 11, 2024
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About This Presentation

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Slide Content

New SBI MF Mitra App User Guide

How to do eKYC on the New SBIMF Mitra App

Step 1: Click on the Submit KYC button To Initiate investor eKYC start by clicking submit KYC button

Step 2: Enter PAN Number Under KYC Verification page enter PAN Number

Step 3: Enter details Enter investor’s details below to proceed with the EKYC

Step 4: Click in person verification Click to complete your KYC in person

Step 5: Click Next To move further in the journey, user must have following documents of the investor - PAN, Address Proof document and Signed Declaration Form

Step 6: Either capture or upload Investor’s PAN Upload or click picture of Investor’s PAN

Step 7: Enter Personal details Enter Investor’s details and check the details before processing

Step 8: Check other details Check personal details related to investor’s profile

Step 9: Upload address proof Enter address details and upload or click picture of Investor’s address proof

Step 10: Choose Tax Declaration Declare tax resident by choosing either Yes or No and enter place of declaration

Step 11: Either capture or upload Investor’s Photo Upload or click picture of Investor’s photo

Step 12: Either capture or upload IPV Declaration Form Upload or click investor’s IPV declaration form

Step 13: Review details and click confirm & proceed Review all details regarding investors details and proceed further

Whoa!! eKYC is being successfully submitted Investor is ready for investment , go ahead with folio creation or initiate transaction.
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