Account activation, KYC, different types of accounts
The documents needed depend on your KYC status. If you are KYC compliant we just need your specimen signature to open your investing account with us. ...
Wed, 24 Jun, 2020 at 8:06 PM
KYC is a one-time process mandated by SEBI which allows a person to invest in Mutual Funds. If your KYC is not done, Goalwise will register your KYC free of...
Tue, 16 Jun, 2020 at 11:01 AM
You can start investing as soon as you have submitted the relevant documents and details on the app/website. You can check out what you need to give here.
Tue, 16 Jun, 2020 at 11:06 AM
Yes, the regulations allow you to invest even when your KYC is in progress.
Tue, 16 Jun, 2020 at 11:11 AM
Yes, you can. To do this, you can: 1. Register both the primary and joint account holders on Goalwise under 2 different logins. 2. Email email@example.com...
Wed, 24 Jun, 2020 at 6:30 PM
Yes, you can. To do this, you can: 1. Set up the guardian's Goalwise account. 2. Email firstname.lastname@example.org from the guardian's registered email ID...
Tue, 16 Jun, 2020 at 11:15 AM
Yes, NRIs (except US and Canada based NRIs) can invest through Goalwise. The entire process is completely paperless and online. You can check the documents ...
Tue, 16 Jun, 2020 at 11:17 AM
No, you don’t as Mutual Fund investments do not require Demat accounts.
Tue, 16 Jun, 2020 at 11:18 AM
Step 1. Sign up on Goalwise using your email address and mobile number (we don't send any promotional emails or messages). Step 2. Fill up the Re...
Thu, 23 Jul, 2020 at 11:28 AM