How-to Aadhaar link MF folio

How to link mutual fund folio (SoA) to Aadhaar

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Linking MF folio to Aadhaar is via the PAN-Aadhaar framework. Direct folio-Aadhaar linking isn’t required; PAN linking suffices.

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Step-by-step procedure

See the procedure infobox above.

See also

External references

References

  1. Income Tax Act, 1961, Section 139AA.
  2. CBDT notifications on PAN-Aadhaar linkage.
  3. SEBI Master Circular for KYC dated 12 October 2023.

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