PAN card
Required for KYC verification.
Simplified onboarding
Already KYC verified? Complete onboarding in fewer steps.
If your KYC is already compliant, you can move faster to bank details, nominee information and basket selection.
This guide is for KYC-verified investors exploring SIP investing, passive investing and index funds in India through MFnxt.
Most KYC verified users complete onboarding in under 10 minutes when documents are ready.
Before you start
Keep these documents ready
Having these details ready makes onboarding smoother.
Aadhaar card
Used for identity verification where applicable.
Bank account
An active bank account for investments.
Nominee details
Nominee name, date of birth, PAN, mobile number and email ID.
Simple onboarding
Start investing in 5 steps
A shorter flow designed for investors whose KYC is already complete.
Register your account
Create your MFnxt account using your mobile number and email address.
- PAN verification (KYC check)
- Email verification
- Mobile verification
- Basic details for account creation
Add your bank details
Link your bank account for SIP setup, lump sum investments and withdrawals.
- Upload cancelled cheque or bank proof
- Bank account verification
- SIP and transaction setup
Add nominee details
Add nominee information during onboarding.
- Nominee PAN details
- Mobile and email verification
- Digital process in the app
Choose your basket
Explore index fund baskets designed for different financial goals and risk profiles. See all baskets or read how funds are selected.
- Goal-based baskets
- Diversified index exposure
- Clear investment choices
Start SIP or lump sum
Begin from the app after onboarding. Use the SIP calculator or lumpsum calculator only as illustrations — they do not predict actual returns.
- SIP and lump sum options
- Track investments in the app
- Support available when you need it
About KYC verified investing
Why KYC verified investors often finish onboarding faster
Investors who are already KYC compliant can usually skip repeating a full identity verification journey. After account creation, the remaining steps typically cover bank details, nominee information and selecting an investment option.
MFnxt focuses on goal-based index fund baskets rather than a large catalogue of active funds. Whether you are exploring emergency planning, stability or a longer horizon, read the basket page and scheme documents before you invest.
If your KYC was completed through CVL KRA or another registered platform, you still need to complete MFnxt’s remaining onboarding checks. KYC status does not remove market risk.
If you are new to index funds, start with the beginner’s guide or Index Fund Basics.
Faster onboarding
Fewer identity steps when KYC is already complete.
Index fund focus
Explore diversified, goal-based index fund baskets.
Digital process
Bank and nominee details are collected in the app.
SIP option
Periodic investing is available after onboarding.
Common questions
KYC verified onboarding
What is a KYC verified investor?
A KYC verified investor is someone whose identity verification has already been completed through a registered KRA or investment platform.
What documents are required for KYC verified onboarding?
PAN card, bank proof, nominee details and mobile verification are generally required for onboarding.
How long does onboarding take?
Most KYC verified users complete onboarding within a few guided steps if the required details are ready. Many complete it in under 10 minutes.
Can I start SIP after onboarding?
Users can explore SIP and lump sum investment options after completing onboarding and verification.
Why is nominee information required?
Nominee details help facilitate investment account management and related processes.
Next step
Continue in the MFnxt app
Download the app to create your account and complete the remaining KYC-verified onboarding steps.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. MFnxt is an AMFI-registered Mutual Fund Distributor (ARN-300764). This page explains onboarding steps and is not investment advice. Past performance is not indicative of future returns.