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SIPse How-to

How to set up KYC on Sipse: a simple step-by-step guide

Learn how to complete KYC on Sipse in just a few minutes. Verify your phone number, auto-fetch or enter your PAN, and use DigiLocker if needed. No documents required.

2 min read

KYC (Know Your Customer) is a process to verify your identity before you can begin investing. Many people put it off because they expect a long process with piles of paperwork. On Sipse, it's much simpler. Getting your KYC done takes just a few minutes, and you can finish it from your phone. Here's how the process works.

Why KYC matters

KYC protects you and the platform. It checks the person opening an account, which helps to keep your investments safe. Completing it early means you're ready to invest as soon as you want to.

Step 1: Confirm your phone number

Step one is to verify your mobile number. This connects your identity to a number you can access, and it's the starting point for everything that follows.

Step 2: Let Sipse detect your PAN automatically

If your PAN is linked to your mobile number, the system automatically detects your PAN information. You don't have to type anything, so this is the fastest route. If it works for you, you can move on right away.

Step 3: Enter your PAN details manually

Sometimes the system can't fetch your PAN details automatically, for any number of reasons. If so, then you can enter the details of your PAN card manually. Double-check the details before submitting them so the verification goes through smoothly.

Step 4: Select the DigiLocker option, if required

If even after entering your PAN card details, your PAN is still not appearing, then don't worry. Your screen will display a DigiLocker button. This is a backup option that lets you complete verification without any extra paperwork.

Step 5: Log in through DigiLocker

Click the DigiLocker button and log in. Your verified information is then securely imported into the Sipse app from DigiLocker. You don't need to upload files or send copies, because the verified details come straight from DigiLocker.

Your KYC is complete

That's it. Your KYC is completed instantly. There's no need to submit any documents or physical copies, and there's no extra waiting time once your details are verified. You can start exploring your investment options right away.

Tips for a smooth KYC process

  • Keep your mobile number handy: You'll need access to it to verify your phone number.
  • Check your PAN details carefully: If you are entering the details manually, make sure each character is the same as on your PAN card.
  • Try automatic detection first: If your PAN is linked to your mobile number, you may not need to type anything.
  • Use DigiLocker as a fallback: If your PAN doesn't appear, the DigiLocker option is the quickest way forward.

Facing issues?

In case you face any issues in the setup, use the customer support option in the Sipse app, which is available 24/7. Support is available around the clock, so you can get help whenever you need it, even outside business hours.

Start investing today

KYC should not stop you at all. Sipse helps you verify your phone number and detect your PAN using the app, or you can enter it manually. If needed, you can also use DigiLocker. In a matter of minutes, your KYC is completed, and your investing journey becomes effortless.

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Figures in this article are illustrations, not promises of returns.