Account Activation

Account activation, KYC, different types of accounts

What documents do I need to give to activate my account?
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
What is Know Your Customer (KYC)?
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
When can I start investing?
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
Can I invest if my KYC is in progress and is not registered yet?
Yes, the regulations allow you to invest even when your KYC is in progress.
Tue, 16 Jun, 2020 at 11:11 AM
Can I set up a joint holding Mutual Fund account?
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 care@goalwise.com...
Wed, 24 Jun, 2020 at 6:30 PM
Can I set up a minor account?
Yes, you can. To do this, you can: 1. Set up the guardian's Goalwise account. 2. Email care@goalwise.com from the guardian's registered email ID...
Tue, 16 Jun, 2020 at 11:15 AM
Can NRIs invest through Goalwise?
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
Do I need a Demat account to invest through Goalwise?
No, you don’t as Mutual Fund investments do not require Demat accounts.
Tue, 16 Jun, 2020 at 11:18 AM
What are the steps to register on Goalwise?
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