Account Details

Editing/Updating account details, KYC modification, Folio updates

Can I change any details associated with my folio(s) and KYC?
Yes, we can help you change details associated with your folio(s). It's also completely free of cost for you. You can go to the service center (top lef...
Wed, 24 Jun, 2020 at 6:36 PM
How can I link another Goalwise account to mine?
You can do that by sending an account linking request to the other Goalwise account. You can do that via the My Account section > Manage Linked Accounts....
Wed, 24 Jun, 2020 at 6:38 PM
Can I add another bank for my investments in Goalwise?
Yes, you can do add a secondary bank account for your net banking payments. You can initiate this request through the service center (left menu) in the app/...
Tue, 16 Jun, 2020 at 11:39 AM
What is the status of my KYC?
You can check the status of your KYC here by entering your PAN number and captcha - https://www.cvlkra.com/KYCPanInquiry.aspx
Tue, 16 Jun, 2020 at 11:40 AM