Service Related Forms / Matter

Email Registration

    Email Registration - Form
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    Unclaimed Remption / Dividend Withdrawal Form With Third Unit Holder
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Know Your Client

    CKYC Individual Form - Revised
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    Annexure A1
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    KYC Form - Individual
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    KYC Form Change - Individual
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    KYC Form - Non Individual
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    KYC Form - Non Individual Annexure
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    Supplementary_CKYC_Form_new
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    CKYC_KRA_KYC_Form_New
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Distributors

    Consent Letter for RIA
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    Distributor Empanelment Form
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    Self Declaration Format
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Transmission Documents

    AMFI Best Practices Guidelines Circular
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    Transmission Documents Matrix - Ready Reckoner
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    Anenxure IA - Bank attestation of account details & account holder's signature
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    Anenxure IB - Bank attestation of Account details & signature of the new Karta of the HUF
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    Annexure II - Bond of Indemnity to be furnished jointly by all Legal Heirs including the Claimant
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    Annexure III - Individual affidavits to be given by all the Legal Heirs
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    Annexure IV - NOC from other Legal Heirs
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    Annexure V - Indemnity bond for change of Karta in respect of MF units upon demise of the Karta
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    Annexure VI - Indemnity bond to be submitted by claimant on dissolution of HUF or demise of Karta
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    Form for fresh nomination / change of existing nomination / cancellation of nomination
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    Form T1 - Transmission of units - deletion of names of 2nd or 3rd Joint holder in case of death
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    Form T2 - Request for transmission of units by surviving Joint Holder/s
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    Form T3 - Request for transmission of units by Nominee or Legal Heir
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    Form T4 - Change of Karta upon demise of the Registered Karta
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    Form T5 - Settlement of claim by surviving members of dissolved HUF upon demise of registered karta
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Minor to Major Status Updation

    Updated Guidelines w.r.t. Minor's accounts & change in status from Minor to Major
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    Bank Attestation of Account details and Account Holder's Signature
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    Form for providing Minor's Date of Birth and details of the Guardian
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    Request for change in status from Minor to Major
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    Request for for change in Guardian of Minor Unitholder
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Navi AMC Limited
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Company

Knowledge Centre

Navi Mutual Fund is registered with the Securities & Exchange Board of India (SEBI) with Anmol Como Broking Private Limited as its Sponsor. Navi AMC Limited is the Investment Manager to Navi Mutual Fund. Navi Trustee Limited is the trustee to Navi AMC Limited. In addition to Navi AMC, Navi offers a range of financial services and products such as Cash Loans, Housing Loans and General Insurance. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Registered Office Address: AMR Tech Park, Ground Floor, Municipal/ Khata No. 826/792/46/23/1/24/1, Hongasandra Village Hosur Road, Bengaluru- 560068.
Investment & Operations Office Address: 7th Floor, Wing B, Prestige RMZ Startech, No. 139, 2, Hosur Rd, Koramangala Industrial Layout, S.G. Palya, Bangalore- 560095, India

Office Number: +91 80 4511 3444
Non Toll Free Customer Care Number : +91- 81475 44555
Toll Free Customer Care Number : 1800 103 8999
Email :mf@navi.com

Mutual fund investments are subject to market risks, read all scheme related documents carefully.

All information is subject to specific conditions | © 2022 Navi Technologies Ltd. All rights are reserved.