{"id":205535,"date":"2026-08-17T09:58:23","date_gmt":"2026-08-17T04:28:23","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=205535"},"modified":"2026-08-17T09:58:24","modified_gmt":"2026-08-17T04:28:24","slug":"kyc-for-investment-advisory","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/kyc-for-investment-advisory\/","title":{"rendered":"What KYC Requirements Apply When Using an Investment Advisory Service?"},"content":{"rendered":"<div class=\"meta-block\"><\/div>\n<p style=\"border-left: 4px solid #1F4E79; background: #EBF3FB; padding: 10px 16px; font-style: italic;\"><em>KYC is mandatory before advisory services begin under SEBI regulations. KYC confirms identity and address but is separate from risk profiling and suitability. KRA-based KYC is the standard for SEBI&#8230;<\/em> The KYC for investment advisory framework discussed here applies throughout.<\/p>\n<div style=\"background: #F0F9FF; border-left: 4px solid #2E7D32; border-radius: 6px; padding: 14px 18px; margin: 18px 0;\">\n<p style=\"margin: 0; color: #1f4e79; font-size: 14px;\"><strong>Quick Answer<\/strong><\/p>\n<p style=\"margin: 8px 0 0;\">KYC for investment advisory is the identity and address verification process that must be completed before a SEBI-registered advisory service can begin delivering research or advice. KYC for investment advisory confirms who the investor is \u2014 it does not assess what investments are suitable for them. Understanding the distinction between KYC and the broader advisory onboarding process helps investors complete the process correctly and know what to expect at each stage.<\/p>\n<\/div>\n<p>Investors who confuse KYC with the full onboarding process may believe they are ready to receive advisory services after completing identity verification, when further steps \u2014 risk profiling, suitability assessment and agreement signing \u2014 are still required for Investment Adviser services. The KYC for investment advisory framework discussed here applies throughout.<\/p>\n<p>This guide explains KYC for investment advisory, distinguishes it from risk profiling and suitability, covers what documents are typically required and explains what happens when client information changes after the initial KYC submission.<\/p>\n<p style=\"margin-top: 24px;\"><a href=\"https:\/\/univest.in\/user\/log-in?utm_source=blogs&amp;utm_medium=kyc-for-investment-advisory\"><strong>Click Here &#8211; Get Free Investment Predictions<\/strong><\/a><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/kyc-for-investment-advisory\/#What_KYC_for_Investment_Advisory_Covers\" title=\"What KYC for Investment Advisory Covers\">What KYC for Investment Advisory Covers<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/kyc-for-investment-advisory\/#KYC_vs_Risk_Profiling_vs_Suitability\" title=\"KYC vs Risk Profiling vs Suitability\">KYC vs Risk Profiling vs Suitability<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/kyc-for-investment-advisory\/#Updating_Client_Information_After_KYC\" title=\"Updating Client Information After KYC\">Updating Client Information After KYC<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/kyc-for-investment-advisory\/#Digital_KYC_Processes\" title=\"Digital KYC Processes\">Digital KYC Processes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/kyc-for-investment-advisory\/#Conclusion\" title=\"Conclusion\">Conclusion<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/kyc-for-investment-advisory\/#FAQs\" title=\"FAQs\">FAQs<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/kyc-for-investment-advisory\/#What_KYC_is_required_for_investment_advisory_services\" title=\"What KYC is required for investment advisory services?\">What KYC is required for investment advisory services?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/kyc-for-investment-advisory\/#Is_KYC_the_same_as_risk_profiling_in_investment_advisory\" title=\"Is KYC the same as risk profiling in investment advisory?\">Is KYC the same as risk profiling in investment advisory?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/kyc-for-investment-advisory\/#How_does_KRA_linkage_help_with_advisory_KYC\" title=\"How does KRA linkage help with advisory KYC?\">How does KRA linkage help with advisory KYC?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/kyc-for-investment-advisory\/#What_happens_if_my_address_changes_after_advisory_KYC\" title=\"What happens if my address changes after advisory KYC?\">What happens if my address changes after advisory KYC?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/kyc-for-investment-advisory\/#Is_e-KYC_accepted_for_investment_advisory\" title=\"Is e-KYC accepted for investment advisory?\">Is e-KYC accepted for investment advisory?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/kyc-for-investment-advisory\/#Does_completing_KYC_mean_I_am_fully_onboarded_for_investment_advisory\" title=\"Does completing KYC mean I am fully onboarded for investment advisory?\">Does completing KYC mean I am fully onboarded for investment advisory?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"What_KYC_for_Investment_Advisory_Covers\"><\/span><strong>What KYC for Investment Advisory Covers<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>KYC for investment advisory covers three identity-related areas: identity verification (PAN card, the primary identity document for financial services in India), address verification (Aadhaar, passport, utility bill or bank statement) and linkage of the verified identity to a KYC Registration Agency (KRA) database. The KRA linkage means that once an investor has completed KYC with any SEBI-registered intermediary, subsequent services may be able to pull the existing KYC record rather than requiring fresh document submission.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"KYC_vs_Risk_Profiling_vs_Suitability\"><\/span><strong>KYC vs Risk Profiling vs Suitability<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>KYC for investment advisory is frequently conflated with the risk profiling and suitability steps that follow it. The distinction is important: KYC confirms the investor&#8217;s identity and is a regulatory prerequisite before any advisory relationship begins. Risk profiling assesses the investor&#8217;s financial situation, goals, horizon and risk appetite. Suitability assessment uses the risk profile to evaluate whether specific recommendations are appropriate. All three are distinct steps and KYC completion alone does not mean the investor has been risk-profiled or that advice has been assessed for suitability.<\/p>\n<table>\n<thead>\n<tr>\n<th>Step<\/th>\n<th>What It Does<\/th>\n<th>Who It Applies To<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>KYC<\/td>\n<td>Confirms identity and address<\/td>\n<td>All SEBI-registered intermediaries<\/td>\n<\/tr>\n<tr>\n<td>Risk profiling<\/td>\n<td>Assesses financial situation, goals, risk appetite<\/td>\n<td>Mandatory for Investment Advisers<\/td>\n<\/tr>\n<tr>\n<td>Suitability<\/td>\n<td>Matches recommendations to client profile<\/td>\n<td>Mandatory for personalised advice<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2><span class=\"ez-toc-section\" id=\"Updating_Client_Information_After_KYC\"><\/span><strong>Updating Client Information After KYC<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>KYC for investment advisory is not a one-time static record. When material information changes \u2014 address, contact details, bank account or any information that affects the client&#8217;s identity records \u2014 the investor should proactively inform their registered adviser and update the relevant KRA records. For Investment Advisers, client record maintenance is a regulatory obligation; advisers who are not informed of material changes cannot be expected to maintain accurate client records on their own. Platforms like Univest (SEBI RA Reg. No. INH000013776) provide onboarding through their official website and app where clients can manage their registration details as part of the service relationship.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Digital_KYC_Processes\"><\/span><strong>Digital KYC Processes<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Digital KYC for investment advisory uses e-KYC via Aadhaar-based OTP authentication or video KYC as an alternative to in-person document submission. e-KYC has significantly reduced onboarding time. Investors completing digital KYC should verify that the platform is using a SEBI-compliant e-KYC process and should retain confirmation of completed KYC for their own records, as the confirmation serves as documentation that the identity verification step has been completed.<\/p>\n<p style=\"margin-top: 24px;\"><a href=\"https:\/\/univest.in\/screeners\"><strong>Complete Your Investment Advisory Registration with SEBI-Registered Univest<\/strong><\/a><\/p>\n<p style=\"margin-top: 24px;\"><em>Download the <a href=\"http:\/\/apps.apple.com\/in\/app\/univest-stocks-investment\/id6443753518\" rel=\"nofollow noopener\" target=\"_blank\">Univest iOS App<\/a> or <a href=\"http:\/\/play.google.com\/store\/apps\/details?id=com.univest.capp&amp;hl=en_IN\" rel=\"nofollow noopener\" target=\"_blank\">Univest Android App<\/a> to start your advisory relationship with proper KYC and SEBI-verified registration.<\/em> The KYC for investment advisory framework discussed here applies throughout.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><strong>Conclusion<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>KYC for investment advisory is the identity and address verification process that must be completed before advisory services begin. It is distinct from risk profiling and suitability assessment, both of which come after KYC. When client information changes materially after initial KYC \u2014 address, contact details or identity documents \u2014 investors should update their records with the adviser and the KRA database. Treating KYC completion as the end of onboarding rather than the beginning is one of the most common advisory onboarding misconceptions.<\/p>\n<div style=\"background: #CC0000; border-radius: 8px; padding: 16px 20px; margin: 24px 0;\">\n<p style=\"color: #ffffff; font-size: 13px; line-height: 1.7; margin: 0;\"><strong style=\"color: #ffffff;\">Disclaimer:<\/strong> Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with official sources before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776). The KYC for investment advisory framework discussed here applies throughout.<\/p>\n<\/div>\n<h2><span class=\"ez-toc-section\" id=\"FAQs\"><\/span><strong>FAQs<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"What_KYC_is_required_for_investment_advisory_services\"><\/span><strong>What KYC is required for investment advisory services?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> KYC for investment advisory requires PAN card for identity verification and an address proof document (Aadhaar, passport, utility bill or bank statement) for address verification. The verified identity is linked to a KYC Registration Agency (KRA) database. e-KYC via Aadhaar OTP is widely accepted for digital platforms. KYC must be completed before advisory services begin but is separate from risk profiling and suitability assessment.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Is_KYC_the_same_as_risk_profiling_in_investment_advisory\"><\/span><strong>Is KYC the same as risk profiling in investment advisory?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> No. KYC confirms who the investor is \u2014 their identity and address. Risk profiling assesses the investor&#8217;s financial situation, investment objectives, time horizon, risk appetite and prior experience. KYC is a regulatory prerequisite before any advisory relationship begins. Risk profiling is a separate step that follows KYC and is mandatory for SEBI-registered Investment Advisers before personalised advice is delivered.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_does_KRA_linkage_help_with_advisory_KYC\"><\/span><strong>How does KRA linkage help with advisory KYC?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> KYC Registration Agency (KRA) linkage means that once an investor has completed KYC with any SEBI-registered intermediary, subsequent services may be able to retrieve the existing KYC record rather than requiring fresh document submission. This reduces duplication when an investor opens relationships with multiple regulated financial services entities.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_happens_if_my_address_changes_after_advisory_KYC\"><\/span><strong>What happens if my address changes after advisory KYC?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> If your address or other material information changes after completing KYC for investment advisory, you should update your records with the KRA and inform your registered adviser. For Investment Advisers, client record maintenance is a regulatory obligation, but advisers who are not informed of changes cannot be expected to update records automatically.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Is_e-KYC_accepted_for_investment_advisory\"><\/span><strong>Is e-KYC accepted for investment advisory?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Yes. e-KYC using Aadhaar-based OTP authentication or video KYC is accepted by SEBI-registered advisory platforms as an alternative to in-person document submission. Investors should verify that the platform uses a compliant e-KYC process and should retain confirmation of completed KYC as documentation that the identity verification step has been fulfilled.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Does_completing_KYC_mean_I_am_fully_onboarded_for_investment_advisory\"><\/span><strong>Does completing KYC mean I am fully onboarded for investment advisory?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> No. KYC completion is the first step of advisory onboarding, not the whole process. For SEBI-registered Investment Adviser services, onboarding also requires risk profiling, suitability assessment and signing a client agreement before personalised advice is delivered. Investors who believe onboarding is complete at KYC may be receiving advisory services without the full regulatory protections that complete onboarding provides.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>KYC for investment advisory in India: what identity verification is required, how it differs from risk profiling and why keeping client details current matters for advisory compliance.<\/p>\n","protected":false},"author":35,"featured_media":205534,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1002],"tags":[3802],"class_list":["post-205535","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory","tag-news"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["205534"],"_edit_lock":["1786940907:29"],"_last_editor_used_jetpack":["block-editor"],"rank_math_primary_category":["1002"],"rank_math_seo_score":["60"],"rank_math_title":["What KYC Requirements Apply When Using an Investment Advisory Service 2026"],"rank_math_description":["KYC for investment advisory in India: what identity verification is required, how it differs from risk profiling and why keeping client details current matters for advisory compliance."],"rank_math_focus_keyword":["What KYC Requirements Apply When Using an Investment Advisory Service 2026"],"rank_math_robots":["a:2:{i:0;s:8:\"nofollow\";i:1;s:7:\"noindex\";}"],"_edit_last":["29"],"_ez-toc-disabled":[""],"_ez-toc-insert":[""],"_ez-toc-header-label":[""],"_ez-toc-alignment":["none"],"_ez-toc-heading-levels":["a:0:{}"],"_ez-toc-alttext":[""],"_ez-toc-visibility_hide_by_default":[""],"_ez-toc-hide_counter":[""],"_ez-toc-exclude":[""],"_ez-toc-position-specific":["before"],"stm_select_gm_zoom":[""],"stm_agenda":[""],"stm_host":[""],"stm_select_approved_denied":[""],"stm_multiselect_approved":[""],"stm_multiselect_denied":[""],"stm_date":[""],"stm_time":[""],"stm_timezone":[""],"stm_duration":[""],"stm_password":[""],"stm_waiting_room":[""],"stm_join_before_host":[""],"stm_host_join_start":[""],"stm_start_after_participants":[""],"stm_mute_participants":[""],"stm_enforce_login":[""],"stm_alternative_hosts":[""],"top_bar_custom_style":[""],"top_bar_bg":[""],"wc_top_bar_cart_custom_style":[""],"wc_top_bar_cart_color":[""],"wc_top_bar_cart_icon_color_hover":[""],"wc_top_bar_cart_counter_color":[""],"wc_top_bar_cart_counter_color_hover":[""],"wc_top_bar_cart_counter_bg":[""],"wc_top_bar_cart_counter_bg_hover":[""],"top_bar_wpml_switcher_custom_style":[""],"wpml_switcher_color":[""],"top_bar_wpml_switcher_bg":[""],"top_bar_wpml_switcher_bg_hover":[""],"top_bar_wpml_switcher_color_hover":[""],"top_bar_socials_custom_style":[""],"top_bar_socials_color":[""],"top_bar_socials_color_hover":[""],"top_bar_search_custom_style":[""],"top_bar_search_color":[""],"top_bar_search_icon_color_hover":[""],"top_bar_contact_info_style":[""],"top_bar_contact_info_color":[""],"top_bar_contact_info_link_color":[""],"top_bar_contact_info_link_color_hover":[""],"top_bar_contact_info_select_bg":[""],"top_bar_contact_info_select_color":[""],"top_bar_contact_info_select_drop_bg":[""],"top_bar_contact_info_select_items_bg":[""],"top_bar_contact_info_select_items_color":[""],"top_bar_contact_info_select_items_hover":[""],"header_inverse":["default"],"enable_header_transparent":["off"],"header_nav_custom_style":[""],"header_bg":[""],"header_shadow":[""],"wc_cart_custom_style":[""],"wc_cart_icon_color":[""],"wc_cart_icon_color_hover":[""],"wc_cart_counter_color":[""],"wc_cart_counter_color_hover":[""],"wc_cart_counter_bg":[""],"wc_cart_counter_bg_hover":[""],"header_wpml_switcher_custom_style":[""],"header_wpml_switcher_color":[""],"header_wpml_switcher_color_hover":[""],"header_wpml_switcher_bg":[""],"header_wpml_switcher_bg_hover":[""],"header_socials_custom_style":[""],"header_socials_color":[""],"header_socials_color_hover":[""],"header_search_custom_style":[""],"header_search_icon_color":[""],"header_search_icon_color_hover":[""],"header_contact_info_style":[""],"header_contact_info_color":[""],"header_contact_info_link_color":[""],"header_contact_info_link_color_hover":[""],"header_button_custom_style":[""],"header_button_color":[""],"header_button_color_hover":[""],"header_button_bg":[""],"header_button_bg_hover":[""],"header_nav_menu_customize":[""],"header_nav_menu_link_color":[""],"header_nav_menu_link_color_hover":[""],"header_nav_menu_link_color_active":[""],"header_nav_menu_link_arrow_color":[""],"header_nav_menu_link_arrow_color_hover":[""],"header_nav_menu_level_1_bg":[""],"header_nav_menu_level_1_link_color":[""],"header_nav_menu_level_1_link_color_hover":[""],"header_nav_menu_level_1_link_bg_hover":[""],"header_nav_menu_level_1_link_arrow_color":[""],"header_nav_menu_level_1_link_arrow_color_hover":[""],"header_nav_menu_level_2_bg":[""],"header_nav_menu_level_2_link_color":[""],"header_nav_menu_level_2_link_color_hover":[""],"header_nav_menu_level_2_link_bg_hover":[""],"header_mega_menu_bg":[""],"header_mega_menu_title_color":[""],"header_mega_menu_title_color_hover":[""],"header_mega_menu_description_color":[""],"header_mega_menu_description_link_color":[""],"header_mega_menu_description_link_color_hover":[""],"header_mega_menu_color":[""],"header_mega_menu_color_hover":[""],"header_mega_menu_border_color":[""],"header_mega_menu_icons_color":[""],"header_nav_menu_customize_end":[""],"hfe_enabled_notice":[""],"disable_title_box":["default"],"hfe_disabled":[""],"enable_transparent":["default"],"title_box_title_bg_color":[""],"title_box_bg_custom_image":["default"],"title_box_bg_image":[""],"title_box_bg_position":["default"],"metabox_title_box_bg_position_x":[""],"metabox_title_box_bg_position_y":[""],"metabox_title_box_bg_attachment":["default"],"title_box_bg_size":["default"],"metabox_title_box_bg_size_slider":[""],"title_box_bg_repeat":["default"],"disable_title":["default"],"title_box_title_color":[""],"title_box_title_line_color":[""],"disable_breadcrumbs":["default"],"metabox_title_box_breadcrumbs_color":[""],"metabox_title_box_links_color":[""],"metabox_title_box_links_color_hover":[""],"content_bg_transparent":[""],"show_popup_single":[""],"popups_single":[""],"popups_single_event":[""],"popup_single_event_open_delay":[""],"popup_single_event_showing_in":[""],"popup_single_event_date_from":[""],"popup_single_event_date_to":[""],"popup_single_event_time_from":[""],"popup_single_event_time_to":[""],"popup_single_animation":[""],"popup_single_responsive":[""],"separator_footer_copyright_border_t":[""],"name":[""],"email":[""],"phone":[""],"company":[""],"memberId":[""],"testimonial_position":[""],"testimonial_company":[""],"testimonial_bg_img":[""],"testimonial_video_url":[""],"popups_width":[""],"popups_height":[""],"popups_image_bg":[""],"popups_color_bg":[""],"popups_border_radius":[""],"popups_template":[""],"rank_math_analytic_object_id":["37672"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/08\/kyc-for-investment-advisory-1.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/205535","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/35"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=205535"}],"version-history":[{"count":1,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/205535\/revisions"}],"predecessor-version":[{"id":205640,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/205535\/revisions\/205640"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/205534"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=205535"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=205535"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=205535"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}