Mountain Summit, Gateway and Beacon
HELP & KYC

The Next Step Should Always Feel Clear.

Whether you are completing KYC, updating existing details or following up on a service request, we are here to help make the process easier to understand.

KYC Status & Readiness

Understand common KYC statuses and what may be required next.

Investor Service Request

Share a documentation, account or transaction-related service requirement.

Follow Up on a Request

Use your request reference to view the latest available update.

Existing Investor Portfolio

Access your existing portfolio through the secure investor platform.

Portfolio Access

Support That Continues

We keep you informed at every step of the way.

Received
Reviewed
External Coordination
Update Available
Please do not share OTPs, passwords or complete banking credentials through this website.
SECTION 1 • KYC READINESS

Understanding Common KYC Status Terms

These statuses indicate progress in identity verification with official records.

Status terminology may vary by KRA and should be confirmed through the applicable official channel.

Validated

Your identity has been successfully verified with the official records.

Registered

Your details are registered. Verification is in progress or pending.

Attention May Be Required

Some details need review or additional document(s) may be required.

On Hold

Verification is on hold due to incomplete information or external reasons.

Unable to Verify

We are unable to verify your identity. Please review and re-submit the details.

SECTION 2 • SERVICE ENQUIRY

Tell Us the Investor Requirement

Choose a category and share a few details so we can guide you to the right next step.

1Choose Category
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Security Reminder: Do not enter PAN, Aadhaar, complete bank details, passwords, PINs or OTPs in a general message. Our team will never ask for sensitive information in unsecured channels.

DOCUMENTATION CHECKLIST

Nomination Registration / Update

Add, update, or modify nominee details across existing mutual fund folios.

Required Documents:

  • Signed Nominee Registration / Modification Form
  • PAN & Proof of Identity of Nominee (if major)
  • Birth Certificate & Guardian details (if nominee is minor)
  • Self-attested PAN card of Primary Investor
Estimated Turnaround:2–4 Working Days

Initiate Nomination Registration / Update

Our operations team will assist you with the verified forms and steps.

SECTION 3 • TRACKING

Track an Existing Request

Use your Secure Reference and a verification detail to view the latest update.

Shared when request was created.
Choose one to confirm request.

Request Status

Received

We've received your request.

Under Review

Our team is reviewing your information.

External Coordination

Working with the relevant party.

Update Available

There's an update for your request.

Timelines depend on complete documentation and AMC, RTA, KRA or platform processing.

How We May Help

Tell Us What Brings You Here

Please do not enter PAN, Aadhaar, bank-account details, passwords, PINs or OTPs.
Visit Us
A-122, Basement, Shivalik, Near Malviya Nagar, New Delhi – 110017