frequently asked questions

Get your queries resolved regarding KYC, onboarding, verification and more.

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Why do I need to do KYC?

KYC is a standard requirement for making any investment in the market. It's a mandate by the central regulatory authority - SEBI to undertake KYC from all the users to avoid fraudulent activities.

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Documents required to complete KYC?

If you are investing in the markets for the first time, you require the following to complete your KYC. You need a scanned copy of your
- PAN Card
- Address Proof
- A copy of a cancelled cheque
If you invested before, you can simply enter your PAN, Aadhar number and digital sign with bank details during the sign up process to proceed.

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What are the documents required for KYC?

If you have invested before, you can simply enter
- PAN
- Aadhar number
- Digital sign with bank details

during the signup process to proceed.

If you are investing in the markets for the first time, you require a scanned copy of your
- PAN card
- Address proof
- A copy of a cancelled cheque
to complete your KYC process. This is a one-time simple process and takes only upto 2 minutes to complete.

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My KYC has failed, what do I do now?

If you have received the reason for the KYC failure, please start the KYC process again and follow the steps.If not, kindly contact us at support@stackwealth.in and our team will help you with the same.

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I have submitted all documents but my KYC verification is pending. What should I do?

If your KYC verification is pending for more than 72 hours after submitting the documents, please reach out to us at support@stackwealth.co and we will have it resolved.

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I am already investing in Mutual Funds. Do I need to do KYC verification again?

If you are an existing mutual fund investor, we will validate your KYC status against your,
- PAN
-Aadhar number
- Digital sign with bank details

If all the required details are available, you do not need to do KYC again. However, if any of your details are missing, you may be needed to submit those additional details.

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Do you charge for KYC processing?

We charge zero fees for KYC processing.

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Why do I need video KYC?

Video KYC is done as a part of the due diligence process set by SEBI, this is done to authenticate your identity.

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Can I invest if I don't have a PAN card?

As per SEBI guidelines, investments cannot be done without a PAN.

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Can I re-apply if my KYC gets rejected?

Yes, KYC can be re-applied with the valid documents. If you need help, kindly contact us at support@stackwealth.co and our team will help you with the same.

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Didn't find what you were looking for?

Just contact us at support@stackwealth.in and we’ll help your query.

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