How to Link Aadhaar with Mutual Fund Investments

Step 1: Log in to the CAMS website www.camsonline.com.

Step 2: Choose the 'Investor Services' option and then click on 'Link your Aadhaar'.

Step 3: This will redirect you to another page. Here, enter all details including email id, PAN number, Aadhaar number, and a valid mobile number. Once this is done, click 'Submit'.

Step 4: The next step is to choose the mutual funds where you hold shares.

Step 5: You will receive an OPT after the registered mobile number is keyed in.

Step 6: Enter the OPT details and press 'Submit'. This is the last step. After successful linking, a confirmation message will be displayed on the screen.

What happens after Aadhaar is linked to mutual fund investments?

Once the Aadhaar-mutual fund folio is successfully linked, the mutual fund agent will be fully authorized for Aadhaar number seeding. The seeding can be done with all other combination accounts that are held with asset management and financial companies. The agent is also allowed to download or share Aadhaar details with whomever PMLA asks the agent to share details with.

PMLA Rules

1. Any client who is eligible to apply for an Aadhaar card will have to submit Aadhaar details.
2. In case the Aadhaar number has not been assigned to the client, the client will have to mandatorily provide all proof of Aadhaar enrolment.
3. In case a PAN card is not submitted, another 'officially valid document' will have to be provided.
4. If a client is by any means is not allowed to hold an Aadhaar card, he must submit PAN and Form 60 as mandated by the Income Tax Act.

CAMS Mutual Fund Companies List

The CAMS platform allows users to link only as many as 15 mutual fund companies, for which it serves as transfer agents. Below is the list: