If my KYC is previously done, do I have to do it again? No! If you have gone through the process in the past with Capitalyze® or any AMFI registered AMC,…
Why am I required to do a video verification? Earlier AMFI required every investor to do an In-Person Verification (IPV) to ensure all the documents provided are…
Why is PAN compulsory? Permanent Account Number is used by the Indian Revenue Services to identify and associate earnings with the account…
Can I sign-up for a Capitalyze® account even if I don’t have a Permanent Account Number? No. We require your PAN for compliance and legal reasons. We are working with our partners to offer…
What POI and POA can I provide? For Proof of Identity, we need you to provide Permanent Account Number (PAN) details. This is mandatory for…
What is account verification? AMFI and SEBI require financial institutions to obey strict rules governing the verification of individuals seeking to open…
Why is my Proof of Identity (POI) and Proof of Address (POA) required? POI and POA are part of the Know Your Customer (KYC) process which is a mandatory requirement as…
Can I use one Capitalyze® account on multiple phones, or with multiple phone numbers? Your Capitalyze® account can only be verified with one number on one device. If you have a dual…
How do I change my phone number? The ‘Change Number’ feature allows you to change the phone number associated with your Capitalyze® account even if…
How do I verify my phone number? o Enter your phone number (Currently only residents of India can verify their numbers) o Enter your phone…
