Investor Corner

Resources

Investor Resources & Support

Your centralized resource for essential information, regulatory guidelines, downloadable forms, and educational tools for a smooth investment journey.

Investor Education

Guides, FAQs, and resources to help you make informed decisions.

Regulatory Compliance

KYC, FATCA, and nomination guidelines for safe investing.

Easy Access to Resources

Download forms, applications, and documents instantly.

KYC (Know Your Customer) Guide

KYC is a one-time mandatory process required by SEBI for all mutual fund investors. It verifies your identity and address to ensure safe, transparent investing. Without KYC, you cannot invest in any mutual fund scheme in India.

The process is simple and can be completed online (eKYC) in under 5 minutes or offline at any KYC Registration Agency (KRA).

PAN Card (mandatory)
Aadhaar Card
Passport-size Photograph
Address Proof (Aadhaar/Passport/Utility Bill)
Mobile & Email Verification

Learn More About KYC

FATCA Declaration

FATCA (Foreign Account Tax Compliance Act) is a US regulation that requires financial institutions globally to report accounts held by US citizens/residents. Indian mutual fund investors must submit a FATCA self-certification to confirm their tax residency status.

Non-compliance may result in your mutual fund folio being blocked. The declaration is simple — it confirms whether you are a tax resident of India or any other country.

What is FATCA? — US tax compliance regulation
Who submits? — All MF investors
Info required — Country of tax residence, TIN
Why comply? — Avoid account freeze

View FATCA Guidelines

Nomination Facility

Adding a nominee to your mutual fund investments ensures smooth transfer of your holdings to your chosen beneficiary in the event of your untimely demise — without lengthy legal processes or disputes.

You can nominate up to 3 persons with specified percentage allocation. Nomination can be added during investment or updated anytime through a simple form.

Protect your family's financial future
Hassle-free claim process for nominees
Easy nominee updates anytime
Secure investment transfer guaranteed

Know More

Downloads

Rights & responsibilities

Download

Forms

Important Investor Forms

How much should I invest through SIP?

As a thumb rule, invest at least 20-30% of your monthly income. However, even ₹500/month can grow significantly over 10-15 years. Use our SIP Calculator to see how much you need for your specific goal.

Can I redeem my investments anytime?

Yes, open-ended mutual funds can be redeemed anytime. Amount is credited within 1-3 working days. Only ELSS has a 3-year lock-in. Some funds may charge 1% exit load if redeemed within 1 year.

How do I update my nominee?

Download the Nomination Update form from our Downloads section, fill in the new nominee details with their percentage share, sign it, and submit to us. We'll process the change with the AMC within 3-5 working days.

What documents are required for investment?

PAN Card, Aadhaar Card, bank account details, cancelled cheque or bank statement, and passport photo. For online eKYC, you only need PAN + Aadhaar + mobile OTP.

What is FATCA compliance?

FATCA requires you to declare your tax residency status. If you're an Indian tax resident with no foreign tax obligations, you simply confirm that. Non-submission may lead to your folio being frozen by the AMC.

How can I contact Gurukrupa Capital for assistance?

Call us at +91 9765551577, email info@gurukrupacapital.com, WhatsApp us, or visit our office. Our team responds within 24 hours for all investment queries.

Support

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Our investment advisors are always available to help with KYC, queries, documentation, and planning

Why Us

Why Invest Through Gurukrupa Capital

Expert guidance and support at every step of your investment journey

Personalized Financial Advice

Custom plans based on your unique goals and situation.

Certified Investment Experts

CFP & NISM certified team with 15+ years experience.

Transparent Process

Zero hidden charges. Full visibility into every transaction.

Goal-Based Planning

Every investment mapped to a life milestone with tracking.

Easy Documentation

Paperless eKYC and digital processing in minutes.

Dedicated Assistance

Personal RM and support whenever you need it.

Investor Resources & Support

Investor Education

Regulatory Compliance

Easy Access to Resources

KYC (Know Your Customer) Guide

FATCA Declaration

Nomination Facility

Investor Downloads

KYC Guide

FATCA Nomination

SIP Registration

Redemption Form

Nomination Form

Bank Mandate

Statement Request

Investor Charter

Important Investor Forms

New Investment Form

Additional Purchase

SIP Registration

SWP/STP Form

Change Bank Details

Change Address

Nomination Update

KYC Update Form

Frequently Asked Questions

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