Invesstum

Help · Getting started

Completing KYC and opening your investment account

The details you need, the steps in the app, and what each KYC status means.

To invest in mutual funds you need a verified KYC and an investment account registered with BSE StAR MF. The app collects your details in one flow called “Open your investment account”.

Steps in the app

  1. Give consent for us to fetch your KYC, PAN and bank details linked to your mobile number. This pre-fills the form; you can also enter details manually.
  2. Confirm your PAN. PAN details cannot be changed once confirmed.
  3. Confirm your date of birth and gender as per your PAN records.
  4. Choose your occupation and enter your address.
  5. Verify your email address with an OTP (if it wasn't fetched).
  6. Confirm your bank account. It must be a resident savings account in your name — NRE accounts are not supported.
  7. Add at least one nominee (up to three, with shares adding up to 100%).
  8. Review and accept the terms to register your account with BSE.

What the status on your home screen means

  • Complete your KYC — you haven't started yet.
  • Authenticate your account — your account has been created; finish authentication on the BSE page that opens.
  • KYC verification pending — your details are being verified. This usually takes 24–48 hours, and we'll notify you when it's done.
  • Rejected, on hold or suspended — the banner shows the reason where available. Contact support for help.

If something doesn't look right, raise a query in the app (Profile → Help & Support → Raise a Query) or email support@invesstum.com.

Still need help?

Email support@invesstum.com or send us a message. We will never ask for your password, OTP or bank PIN.