KYC Requirement for Mutual Fund Investors- Marketing of Mutual Fund Products

Documents Required for KYC (Know Your Customer):

• Proof of Identity (Any one of the following):
  • PAN Card (Mandatory for all mutual fund investors)
  • Aadhaar Card
  • Passport
  • Voter's ID
  • Driving License
• Proof of Address
• Photograph

Marketing of Mutual Fund Products

Marketing of Mutual Fund Products:

• Target Audience Identification: Identifying the specific group of investors the product is aimed at.
• Product Positioning: Defining how the product is differentiated and presented to the target audience.
• Marketing Channels: Selecting appropriate channels to reach potential investors (e.g., online platforms, print media, financial advisors).
• Promotional Strategies: Developing strategies to promote the fund and attract investors (e.g., advertising, content marketing, investor education).
• Regulatory Guidelines: Adhering to SEBI's regulations on advertising and marketing of mutual funds, ensuring transparency and avoiding misleading information.
• Investor Education and Awareness: Focusing on educating investors about mutual funds, risks, and benefits.
• Distribution Strategy: Planning how the product will be distributed to investors (e.g., through direct channels, distributors, online platforms).