Compliance Reports

Aadhaar PAN Linking report
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...
Mon, 27 Mar, 2023 at 3:53 PM
Folios without Nominee and missing Nominee Opt out flag
Each folio should ideally have Nominee specified, or the Investor must specifically Opt Out of this. In Investwell Mint, we have created a new report...
Mon, 27 Mar, 2023 at 3:51 PM
IIN, UCC Communication mismatch with Folio
To update Email, mobile in BSE go to Invest Online BSE >> Profile list menu in Investwell Mint. Here, go to Edit UCC from the actions on the right.  ...
Sun, 26 Mar, 2023 at 5:15 PM