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Fund of Funds (FoF)

Image by Alexandr Bormotin

For Fund of Funds (FoF), the typical document list includes:

 

1. Application Form:

  • A completed and signed application form for investing in the FoF.

 

2. Identity Proof:

  • Government-issued photo ID (e.g., Aadhaar card, passport, or driver's license) of the investor.

 

3. Address Proof:

  • Recent address proof (e.g., utility bill, rental agreement, or bank statement) of the investor.

 

4. PAN Card:

  • Permanent Account Number (PAN) card of the investor.

 

5. KYC Compliance Documents:

  • Know Your Customer (KYC) documentation, which may include a photograph and a filled KYC form.

 

6. Investment Amount:

  • Information regarding the amount of investment in the Fund of Funds.

 

7. Nomination Form:

  • A completed nomination form to designate a beneficiary for the FoF investment.

 

8. Investment Policy Document:

  • A document outlining the investment strategy, objectives, and asset allocation of the FoF.

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