Nowadays, every person is connected with online banking, having aadhar, pancard, or in any other financial institution or ...

The originals of these documents along with a copy each to be presented and the original will be returned after verification. Alternatively, investors can also provide an attested true copy of the ...

Advisors need to worry less about the specific form used and focus more on building a relationship with their clients so that they truly know them on a personal level, according to speakers at the ...

The Know Your Client (KYC) process is commonly misunderstood. In general, the misunderstanding is born of the financial advisory and planning services’ history of being purely sales driven before it ...