Itās live @hemanthchandra62
Iām guessing you clicked on a fund and then One Time. A T&C screen shows up after.
You need to click on continue and then additional details will be asked.
Is this part not showing up?
Also make sure you have the latest app version!
I have uploaded my mutual fund portfolio CAS statement (has my.investments done outside Jupiter app) to the app and you are showing the current valuation and the analysis around it.
I donāt want all those details to be displayed in the app any more.
I donāt see an option to remove it⦠how can I do that ?
It was not fixed after update. Your team internally got my KYC details from relevant KYC authority and after that they enabled the investments option. May be, same has to be done for him as well.
@Shawnpinto Iāve a query regarding Jupiter investment kyc process. For investment account, do Jupiter use the same info as the bank account or fresh kyc is done ?
Right now the platform is open for existing Mutual Funds users. This means that if you have been onboarded on any mutual fund app, we fetch that KYC information details from the KYC KRA database, so you donāt have to go through the lengthy KYC process again.
I hope that answers your doubt. Feel free to ask more.
recently onboarded in the investments platform, feel few things need to be added in the account details section.
it definitely should have the Mutual Fund facilities provider name - like is it BSE Star MF, NSE MFSS or something else ?
secondly, it should have complete kyc information pulled from the KRA - not just the mobile no and email id, otherwise how would we know that it came alright as thereās always a possibility of a glitch happening somewhere!
Hi @Krishnendu_Chowdhury,
Thanks for sharing your suggestions.
I am not entirely sure what the facility provider info solves for the customer and how it would help them take a decision.
Right now, we have built the rails directly with the AMCs via the RTAs (sorry for using jargons but assuming youād understand as the question you asked is fairly detailed) and there are multiple reasons for that but customer experience being the top one.
KYC: We fetch the entire information of the user but show the most relevant items. Once we have it live for non-SEBI onboarded users, we will take up modification of KYC as well.
AMC (Asset Management Company ~ Mutual Fund Company)
RTA (Registrar and Transfer Agents ~ CAMS + Karvy)