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What is Customer Profiling and why is it part of the My Goals platform?

Customer Profiling has been made mandatory for all retail Mutual Fund and Insurance transactions with effect from July 1, 2015.

If you have already undertaken profiling, you will not be asked to fill the questionnaire again, as your profiling would be fetched.

Since MF and Insurance do not form part of the solutions for short-term goals (goals within the tenure of 3 years), the profiler questionnaire isn’t a part of the short-term goals flow. For long-term goals (goals with a tenure of 3 years and above), MF and Insurance are shown as solutions, before which the profiling is mandatory.