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Aadhaar status report on Partner Desk for Physical Investment

19th March 2018

Dear Partner,

In continuation to our earlier communication in regards to Aadhaar Linking with Mutual Fund Folios/PAN, we are glad to inform you that the report of Aadhaar linking status for physical investment with respective RTA records is made live on Partner Desk. Path for the same is mentioned below:

Partner Desk > Investments > Mutual Fund > Business Insight Report > Compliance Client Detail Report

The said report includes the data of the investors whose Aadhaar is not submitted at RTA level up-till 09th March'18.

The said report will provide three different status as mentioned below :

Pending : Aadhaar submission is pending .

NA : Aadhaar is not required as there is no investment on this PAN at respective RTA.

Rejected : Aadhaar request submitted at RTA is rejected and need to submit again.

Kindly note that this report will cover only those data for which Aadhaar linking is pending with RTA for investor's physical investment. For Demat folios investors are required to submit their Aadhaar with E-wealth account (Refer our mail dated 06th March'18 for linking Aadhaar with E-wealth account).

For any further assistance or information, please contact our Customer Care on 1800 200 0155

Thanks and Regards,
NJ INDIA INVEST PVT LTD

With our expertise, we will assist you in channelizing your resources in a systematic way. Hiring a financial planner is an important decision in your life and must be built on the foundation of trust.

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N J Financial Planning
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M. G. Road, Mulund (West),
Mumbai 400 080.

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