Taxmann's Analysis | SEBI’s Key Proposals on Client Onboarding and Risk Management Framework of KRAs

From Compliance to Convenience

SEBI’s Key Proposals on

‘Client Onboarding’ and ‘Risk Management Framework of KRAs’

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Taxmann's Analysis | SEBI’s Key Proposals on Client Onboarding and Risk Management Framework of KRAs

Published on Jan 31, 2026

SEBI has proposed a series of measures to simplify KYC processes, reduce repetitive documentation, and strengthen data governance—while maintaining investor protection. Key proposals include: ‣ Periodic re-KYC Every Five Years ‣ Seamless Sharing of Updated KYC Information Across Intermediaries ‣ Centralisation of Supplementary Client Data at KRAs ‣ Targeted Relaxations for OCI Cardholders, Name Change Documentation, and Address Verification If implemented, these reforms could significantly ease compliance for intermediaries, improve operational efficiency, and deliver a more client-friendly onboarding experience.

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Taxmann's Analysis | SEBI’s Key Proposals on Client Onboarding and Risk Management Framework of KRAs by Taxmann - Issuu