How can I update my email or mobile number registered with the AMC for my mutual fund investments?

If you have updated your mobile number, email id, address, or your bank account number with Upstox, the details get captured with CDSL Depository. Although CDSL shares such details with the respective Registrar and Transfer Agents (RTAs) like CAMS/ KFintech, they do not capture the details accurately as they don’t have a well-defined structure to record modified details of an investor. Hence, you might come across some discrepancies when you try to verify a few details on the respective Asset Management Companies (AMC’s) website.


Mutual fund units held in Demat mode should not cause any concern. Investor details for the Demat account holder must be recorded correctly at the Depository. You can verify these details in your profile section on Upstox.


You can check the status of your KYC on the CVL KRA website by entering your PAN number.


It is also advisable to check if the nominee details are captured correctly since Registrar and Transfer Agents (RTAs) and Asset Management Companies (AMCs) do not have a well-defined structure to record investments in Demat mode. Hence, you might not be able to view it on the Registrar and Transfer Agents (RTA) or the Asset Management Companies (AMC's) website.


Trade with Upstox

Want to open a Demat account?

Open a FREE Demat and Trading account to invest in Stocks, Mutual Funds, IPOs and more.

+91

By signing up you agree to receive transaction updates on Whatsapp. You may also receive a call from an Upstox representative to help you with the account opening process.