You must be aware of the guideline to Link Aadhaar & PAN for each MF investor.

We have created a new report under Data Management >>Compliance reports menu.

This report will display list of folios where any 1 of the holder's Aadhaar card is NOT linked with their PAN card. 

This data is as supplied by the RTAs and refreshed on request of the Distributor.  

This report will give Aadhaar PAN linking status for 

  1. 1st Holder (First holder)
  2. 2nd Holder (Joint 1)
  3. 3 Holder (Joint 2)
  4. Guardian (In cases of Minor folios)

If any one of the holders is an NRI please exclude them from consideration for Aadhaar PAN linking as it is not mandatory for them.

We are building this report from Karvy Folio master (MFSD211) and CAMS WBR9C file.

Relevant links 

Check Aadhaar PAN linking

To update your Aadhaar with PAN

You may share this link with investors to link their PAN and Aadhaar also.

We hope this helps you in completing this process, else future transactions in such folios will not be accepted by the RTAs

Team Investwell.