Useful Links for Distributors and IFAs

You can view your DSC status for a particular financial year by entering the ARN and the relevant Financial year, from the financial year 2012-2013 onwards.

Click here to check your DSC status

Apply for your ARN card or renew online by using filling the application form on CAMS.

Click here to apply / renew now

CAMS offers you the facility to enquire your transaction status with AMFI.

Click here to check the status of your transaction with AMFI

CAMS has designed “Data Compass” a service customized for distributors. Data Compass brings distilled data with razor sharp pointers such as share and rank vis’ a vis industry and customized peer group across a number of dimensions and parameters. Business trends such AUM, Gross Sales, Net Sales, SIP are presented at Schemes, AMC, City, investor segment level with your rank and share vs. peer group distributors. With Data Compass, your sales strategy can now be sharply tuned to the market developments and peer group performance.

Click here to request a free-demo

CAMS offers the convenience of filling and submitting various service request forms like correction in name, email id, contact details, change in mode of holding, registration of Nominee, financial and non-financial transaction requests, PAN based service request and so on.

Click here to visit service request section on CAMS

With digiSIP you can start an SIP in just 7 business days, significantly reducing the current lead time of 30 days. It is truly 100% digital process designed to bring speed, ease and certainty to commencing new SIPs online.

Click here to use digiSIP

Use CAMS centralized registration form to register yourself as an Investment Advisor

Click here to get and print RIA registration form

You can now register your email id and request for a daily mailback of details of investments in direct plans made under your RIA code.

Click here to get and print mailback registration form

Know Your Distributor (KYD) is a process set out by AMFI to strengthen the registration procedure and to ensure correctness of information in the ARN registration application. This is now Mandatory and applicable for all registered Distributors as well as new applicants and renewal applicants.

Click here to find your KYD status

Request for any change in contact details across Karvy serviced funds based on PAN, by submitting duly signed request form to nearest ISC of Karvy.

Download the form to be duly signed by all unit holders.

Request for change or registration of Nomination across Karvy serviced funds based on PAN, by submitting duly signed request form to nearest ISC of Karvy.

Download the form to be duly signed by all unit holders.

Check the status of any of your individual transaction carried out under any of the Karvy serviced Mutual Funds. It Provides data upto 30 days.

Click here to check investor transaction status on Karvy

You can use Karvy’s common transaction form to request various financial and non-financial transactions like change in address, change in bank details, additional purchase, switch, redemption and so on.

Click here to download common transaction form - Karvy

National Automated Clearing House (NACH) is mandatory for New SIP Registrations. It is a one-time registration process which allows an investor to make lump sum / SIP investments in mutual funds. NACH is a centralized and improved clearing service.

Download NACH Form here

Already registered with Karvy distributor section?

Click here to login

Are you an individual agent / broker or an intermediator having passed the NISM Certification Test and want to engage in selling Mutual Funds, or a senior citizen having attended Continuing Professional Education (CPE) and looking to register yourself as an ARN holder?

Get ARN registration form for Individuals / Senior Citizen

Do you own a company engaged in the business of selling Mutual Funds and looking to register yourself as a corporate ARN holder?

Get ARN registration form for corporates

Employees / relationship manager / sales person of ARN holders who are engaged in marketing of Mutual Funds Products, are also required to pass test and register with AMFI, under ARN of the employer. AMFI allots Employee Unique Identity Number (EUIN) to all the employees, who are registered with AMFI and having valid registration.

Get registration form for corporate employees

Do you belong to the new cadre of distributor such as postal agents, retired government and semi- government officials (class III and above or equivalent), retired teachers and retired bank officers with a service of at least 10 years, and other similar persons (such as Bank correspondents), and want to apply for a AMFI Registration Number (ARN)?

Get ARN registration form for New Cadre of Distributors

EUIN issued to the employees would remain same, even if they change their employment and join some other ARN holder for selling/ marketing Mutual Fund products. However, for effecting such change in AMFI's records, the employees are required to submit duly filled in form for mapping EUIN.

Form for Change in Mapping of Employee Unique Identification Number

ARN holders / EUIN holders are required to apply for renewal of ARN/ EUIN on or six months prior to expiry of validity period of ARN/ EUIN. If the renewal application is submitted prior to expiry of validity period of ARN/ EUIN and the same is found in order, there would be continuity in the validity period of ARN/ EUIN, post renewal. If the renewal application is submitted after expiry of ARN/ EUIN, validity of renewed ARN/ EUIN would commence from the date of submission of renewal application and would be valid up to the validity date mentioned on the NISM passing certificate/ CPE Certificate, in case of individual/ senior citizens/ employees.

Application Form for Renewal Of ARN/ EUIN

Corporate ARN holders, Letter of Registration can be renewed for a period of three years from the date of submission of ARN renewal application.

Application Form for ARN Renewal Of Corporates

Know Your Distributor (KYD) is a process set out by AMFI to strengthen the registration procedure and to ensure correctness of information in the ARN registration application. This is now Mandatory and applicable for all registered Distributors as well as new applicants and renewal applicants.

Get KYD Application Form for Individuals

Know Your Distributor (KYD) is a process set out by AMFI to strengthen the registration procedure and to ensure correctness of information in the ARN registration application. This is now Mandatory and applicable for all registered Distributors as well as new applicants and renewal applicants.

Get KYD Application Form for Non-Individuals

Want to provide New Bank Mandate of your investor or apply for a Transmission of units on death of a unit holder?

Form for New Bank Mandate form / Transmission of units on death of unit holder

Using this feature available on AMFI, you check and even download historical NAV of any mutual fund scheme.

Click here to get Historical NAV of Mutual Funds

Using this feature available on AMFI, you can track daily total expense ratio charged by mutual funds across categories.

Click here to get Total Expense Ratio of Mutual Funds