Bank Grade Security & Encryption
Dedicated RM Support
Industry Connect & Networking
Regular Portfolio MonitoringThe people behind Satco Wealth.
Mr. Deepak JaggiDeepak has over 30 years of experience in building retail businesses in financial services that has included his stint in Private Banking, Life Insurance, PMS and Mutual Funds. Worked in organizations like Kotak Securities, Zurich Mutual Fund, HDFC Life Insurance and Deutsche Mutual Fund. His last assignment was with PGIM Mutual Fund as an Executive Director and Head of Retail Sales pan India. He has also authored articles on Wealth Management, Wealth Preservation and need for Estate Planning for investors. Deepak is MBA in Finance & Marketing and holds Bachelor's degree in Computer Science from Pune University.
Mr. Sanjib ParhiSanjib has over 30 years of experience, building retail distribution in insurance, financial services, institutional sales and managing wealth for HNIs. Worked in various organisations like HDFC Life, Financial Technologies, Motorola (Page Point), Ion Exchange and Timeshare industry. His last assignment was with HDFC Life as an Associate Vice President where he worked for 15 years in managing retail agency distribution. Sanjib has done his management (DMM) from NMIMS Mumbai University.
Know Your Customer (KYC) and FATCA/CRS declarations are one-time requirements before you invest. Complete them online with us, or use the links below for the forms you need.
Check or complete your KYC using your PAN
Aadhaar (masked) and bank proof
Sign your forms digitally with an OTP
Invest through the app or your RM
KYC is a one-time identity and address verification required by SEBI before you invest in mutual funds and other securities. Once your KYC is registered with a KYC Registration Agency (KRA), it works across all fund houses and intermediaries.
FATCA and CRS are global tax-reporting rules. Every investor declares their country of tax residence; investors who are tax residents of other countries also share their tax identification number. Most fund houses collect this in the application or a one-page declaration.
Keep these handy for a smooth start. We never ask for your full Aadhaar number; a masked copy is enough.
Talk to your relationship manager or start online in minutes.
KYC and FATCA requirements are set by SEBI, KYC Registration Agencies and tax authorities, and may change from time to time.