Tata Mutual Fund
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How to become a Financial Advisor

Following are the requirements to become a financial advisor

  1. Obtain a valid certification from the National Institute of Securities Market(NISM) by passing their certification examination 'NISM Series V-A : Mutual Fund Distributors Certification Examination'

    • ARN Number issued by AMFI to the Individual,Senior Citizen,Partnership Firm or Company

    • ARN Certificate issued by AMFI to a person other than Individual


  2. Complete the Duly filled Empanelment form with a Photograph(For a Company, photograph is not required)

    • PAN Number

    • A Self-Declaration form stating compliance of circulars issued by AMFI

    • In case of a firm or company, the additional document is required which clearly states that all their employees are AMFI / NISM qualified

    • A Bank Mandate


  3. Submit the duly filled form along with the self attested documents as mentioned below to the nearest Tata Mutual Fund branch

    • Individiual / HUF

      1. ARN card copy (Self certified & attested by AMC Branch) (In case of Individual/HUF, the ARN should be in name of Individual/HUF, the name of Corporate or Bank should not appear on ARN card copy)

      2. PANcard copy (Self certified photocopy & Duly signed and stamped by the Branch)

      3. KYD acknowledgement

      4. Cancelled Cheque Copy of the a/c no. mentioned on empanelment form.

    • Corporate - Pvt.Ltd. Co / Public Ltd. Co. / Etc.

    • Banks

    • Partnership Firm/ HUF

    • Trust

    • Proprietary Firm

What is Know Your Distributor (KYD)?

The Association of Mutual Funds in India (AMFI) introduced the Know Your Distributor (KYD) process effective from September 1, 2010. This was in an effort to review the existing registration procedure for Mutual Fund financial advisors and initiate necessary action to strengthen the same. In addition, this process would also help ensure correctness of information furnished in the registration application and have an in-person verification of the ARN holders.

The KYD procedure consists of document verification and Bio-metric process. The financial advisor is therefore required to apply for KYD simultaneously along with application for registration of ARN. Please click here for detailed process note and KYD application form for:

  1. Individual
  2. Non Individual

AMFI has engaged the services of Computer Age Management Services Ltd. (CAMS) to carry out the KYD process through their centers referred as "CAMS POS".

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