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We have collected all the forms related to your need in one place so that you don't have to hassle around the whole web for the same.

KYC Form

Each investor has to under go Know Your Customer process only once in the securities market.

FATCA Form

Investors have to provide the information in the stand alone Foreign Account Tax Compliance Act declaration form.

VGP Portfolio
Investment Account

Account helps you to invest in all mutual funds using a single platform.

ACH(One-time) Mandate

Implementing Automated Clearing House mandate will allow transactions to be cleared in real-time mode.

MF Forms Offline

Investment in mutual funds at your ease in any fund house of your choice shown below. We have gathered all the common, STP, SIP forms with ARN and EUIN code attached so that you can track all your investment with us.

Income Tax Forms

We have collected all the forms related to Income tax at one place, according to your needs to get relief from tax from Investment, property, etc; for your ease and to save time so that you don't have to hassle around to find each of them throughout the site.

KYC Forms

Know your customer (KYC) is the process of a business verifying the identity of its clients. Know your customer processes are also employed by companies of all sizes for the purpose of ensuring their proposed agents, consultants, or distributors are antibribery compliant.

In order to comply with regulatory provisions under the Prevention of Money Laundering Act 2002, issued by SEBI/ Govt. of India, KYC/ AADHAAR / FATCA formalities are required to be completed for all Unit Holders, including Guardians and Power of Attorney holders, for any investment in mutual funds.

Download KYC Forms

# Document Type Link
1 Central KYC
2 KYC Individual Change Form
3 Supplementary CKYC Form [For upgrade from KYC to CKYC]
4 KYC Non-Individual Form
5 KYC Non-Individual Change Form
6 Annexure KYC Non-Individual Form
7 Online E-KYC
*(Key information of limited investment upto Rs 50000)

Check your KYC Status

Document Type Link
CVL KRA
CAMS KRA
NSDL KRA
NSE KRA
Check CKYC Status

FATCA/UBO Forms

In order to comply with regulatory provisions under the Prevention of Money Laundering Act 2002, issued by SEBI/ Govt. of India, KYC/ AADHAAR / FATCA formalities are required to be completed for all Unit Holders, including Guardians and Power of Attorney holders, for any investment in mutual funds.

# Document Type Link
1 FATCA Individual Forms
2 FATCA Corporate Forms
3 UBO Forms

Update FATCA

# Online Individual Offline Non Individual Offline
Karvy
CAMS
Franklin
Sundaram
BNP Paribas

Download Challan Forms

PAN Forms

Permanent Account Number (PAN) is a code that acts as identification of Indians, especially those who pay Income Tax. It is a unique, 10-character alpha-numeric identifier, issued to all judicial entities identifiable under the Indian Income Tax Act 1961.

# Document Type Link
1 PAN 49A New Form
2 PAN Change Form

Miscellaneous Downloads

We gathered all the forms and documents related to financial education, investments and disclosure here at single place

Grievance Redressal

VGP Portfolio

An AMFI Registered MF Distributor

Important Info

AMFI Registration No.: 1132

EUIN Number: E028623

ARN Registration Date: Since about the year 2003

Current validity of ARN: 04/02/2025

Disclaimer : www.vgpportfolio.com is an online website of the partnership firm VGP Portfolio who is registered vide ARN- 1132 as a AMFI Registered Mutual Fund Distributor since about the year 2003. Current validity of ARN is till 04/02/2025. The said website is intends to provide educative and informative details related to investments and also provide online transaction facility in Mutual Funds. We do not charge any fees for these calculators and information, because we earn our commissions from the Mutual Fund companies. The website does not guarantee any returns or financial goal success by any means.