All fields are mandatory to fill

Upload files should be image or pdf

Account Details

Account Type

Portfolio/Strategy Name

Proposed Quantum of Investment

Investment Type

Fee type

Address on which we should send the forms for signatures

Contact Person Name

Contact No

Number of Account Holder

Applicant Details

1st Holder

Once you submit, your KYC information (like address, name, contact etc.) will be fetched from NSDL Pan Site & KRA system. Please accept to continue.

Upload PAN Card scanned copy - Images of proofs to be uploaded should be horizontal

Legal Status

Resident Indian Foreign National Residing in India

Upload scanned Foreign Passport - Images of proofs to be uploaded should be horizontal

Upload scanned Overseas Citizen of India Card or Person of Indian Origin Card - Images of proofs to be uploaded should be horizontal

Gender

Male Female Others

Marital Status

Married Unmarried Others

Upload Bank Proof of the Account Holder (Cancelled Cheque or Bank Statement with IFSC Code) - Images of proofs to be uploaded should be horizontal

Residence Address Proof Document Type

Upload scanned Residence Address proof - Images of proofs to be uploaded should be horizontal

Proof of Identity Document Number

Proof of Identity Document Expiry

Name as per ID Proof Document

Is your correspondence address same as permanent address?

YesNo
please upload separate and valid address proof for your permanent and correspondence address

Corres. Add Proof Document Type

Upload scanned corres address proof - Images of proofs to be uploaded should be horizontal

Contact Number

Contact Number Belongs to

Me My spouse Dependent children Dependent parents

Email Address

Email Address Belongs to

Me My spouse Dependent children Dependent parents

Edu Qualifications

Non-Graduate Graduate Post Graduate Others

Occupation

Gross Annual Income

< 1 Lakhs 1 - 5 Lakhs 5 - 10 Lakhs 10 - 25 Lakhs 25 Lakhs - 1 Crore > 1 Crore

Net Worth (Last 1 year)

Net Worth Date

Proposed Quantum of Investment

PEP (Politically Exposed Person): If yes, please provide details

PEP are defined as individuals who are or have been entrusted with prominent public function, e.g. heads States of Governments, senior Government/judicial/military officers, senior executives of state owned
Politically Exposed Person Relative of Politically exposed Person Not Applicable

Are you a tax resident of any country other than India?

Yes No
Country
TIN document type
Tax Identification Number

Address for Tax Residence

if not appplicable add "NA"

2nd Holder

Once you submit, your KYC information (like address, name, contact etc.) will be fetched from NSDL Pan Site & KRA system. Please accept to continue.

Upload PAN Card scanned copy - Images of proofs to be uploaded should be horizontal

Legal Status

Resident Indian Foreign National Residing in India

Upload scanned Foreign Passport - Images of proofs to be uploaded should be horizontal

Upload scanned Overseas Citizen of India Card or Person of Indian Origin Card - Images of proofs to be uploaded should be horizontal

Gender

Male Female Others

Marital Status

Married Unmarried Others Divorced Widowed

Residence Address Proof Document Type

Upload scanned Residence Address proof - Images of proofs to be uploaded should be horizontal

Proof of Identity Document Number

Proof of Identity Document Expiry

Name as per ID Proof Document

Is your correspondence address same as permanent address?

YesNo
please upload separate and valid address proof for your permanent and correspondence address

Corres. Add Proof Document Type

Upload scanned corres address proof - Images of proofs to be uploaded should be horizontal

Contact Number

Contact Number Belongs to

Me My spouse Dependent children Dependent parents

Email Address

Email Address Belongs to

Me My spouse Dependent children Dependent parents

Edu Qualifications

Non-Graduate Graduate Post Graduate Others

Occupation

Gross Annual Income

< 1 Lakhs 1 - 5 Lakhs 5 - 10 Lakhs 10 - 25 Lakhs 25 Lakhs - 1 Crore > 1 Crore

Net Worth (Last 1 year)

Net Worth Date

PEP (Politically Exposed Person): If yes, please provide details

PEP are defined as individuals who are or have been entrusted with prominent public function, e.g. heads States of Governments, senior Government/judicial/military officers, senior executives of state owned Politically Exposed Person Relative of Politically exposed Person Not Applicable

Are you a tax resident of any country other than India?

Yes No
Country
TIN document type
Tax Identification Number

Address for Tax Residence

if not appplicable add "NA"

3rd Holder

Once you submit, your KYC information (like address, name, contact etc.) will be fetched from NSDL Pan Site & KRA system. Please accept to continue.

Upload PAN Card scanned copy - Images of proofs to be uploaded should be horizontal

Legal Status

Resident Indian Foreign National Residing in India

Upload scanned Foreign Passport - Images of proofs to be uploaded should be horizontal

Upload scanned Overseas Citizen of India Card or Person of Indian Origin Card - Images of proofs to be uploaded should be horizontal

Gender

Male Female Others

Marital Status

Married Unmarried Others

Residence Address Proof Document Type

Upload scanned Residence Address proof - Images of proofs to be uploaded should be horizontal

Proof of Identity Document Number

Proof of Identity Document Expiry

Name as per ID Proof Document

Is your correspondence address same as permanent address?

YesNo
please upload separate and valid address proof for your permanent and correspondence address

Corres. Add Proof Document Type

Upload scanned corres address proof - Images of proofs to be uploaded should be horizontal

Contact Number

Contact Number Belongs to

Me My spouse Dependent children Dependent parents

Email Address

Email Address Belongs to

Me My spouse Dependent children Dependent parents

Edu Qualifications

Non-Graduate Graduate Post Graduate Others

Occupation

Gross Annual Income

< 1 Lakhs 1 - 5 Lakhs 5 - 10 Lakhs 10 - 25 Lakhs 25 Lakhs - 1 Crore > 1 Crore

Net Worth (Last 1 year)

Net Worth Date

PEP (Politically Exposed Person): If yes, please provide details

PEP are defined as individuals who are or have been entrusted with prominent public function, e.g. heads States of Governments, senior Government/judicial/military officers, senior executives of state owned Politically Exposed Person Relative of Politically exposed Person Not Applicable

Are you a tax resident of any country other than India?

Yes No
Country
TIN document type
Tax Identification Number

Address for Tax Residence

if not appplicable add "NA"

Number of Nominee

Nominee Details (If Applicable)

1st Nominee

Address same as first holder ?

Is Nominee a Minor?

Yes
No

Guardian Document Type

Guardian’s Signature Proof - Images of proofs to be uploaded should be horizontal

Documents acceptable as guardian signature proof are PAN and Passport only

Nominee Identification Document Type

Nominee Identification Document - Images of proofs to be uploaded should be horizontal

Documents acceptable as Minor Nominee Identification Proof are pan, aadhar, passport or birth certificate

2nd Nominee

Address same as first holder ?

Is Nominee a Minor?

Yes
No

Guardian Document Type

Guardian’s Signature Proof - Images of proofs to be uploaded should be horizontal

Documents acceptable as guardian signature proof are PAN and Passport only

Nominee Identification Document Type

Nominee Identification Document - Images of proofs to be uploaded should be horizontal

Documents acceptable as Minor Nominee Identification Proof are pan, aadhar, passport or birth certificate

3rd Nominee

Address same as first holder ?

Is Nominee a Minor?

Yes
No

Guardian Document Type

Guardian’s Signature Proof - Images of proofs to be uploaded should be horizontal

Documents acceptable as guardian signature proof are PAN and Passport only

Nominee Identification Document Type

Nominee Identification Document - Images of proofs to be uploaded should be horizontal

Documents acceptable as Minor Nominee Identification Proof are pan, aadhar, passport or birth certificate

Investment Risk Profiler/Questionnaire - Select relevant answers from drop down

Investment Experience regarding Securities

0-3 Years
4-7 Years
7 & more Years

How would you react if well diversified portfolios fell by 20%

Accumulation
Hold
Reduce
Exit Position

Investment style

Active
Passive

Investment Objective

Capital Appreciation
Regular Income
Capital Appreciation & Regular Income
Capital Preservation

Risk Tolerance

Low
Medium
High

Investment Horizon

<3 Years
3-5 Years
>5 Years

Negative Securities

I/We understand that above restrictions shall apply to all existing investment approaches/products where the First Applicant is the same. These restrictions shall be in addition to restrictions provided earlier where the first Applicant is the same

Yes
No

Declaration of Investors in Various Corporate Bodies

Name of Company

Nature of Interest

Add More

Other investment restrictions (stocks you would like to restrict investing in)

Name of Company

Choose email the OTP you received to

Bank Account Registration

Bank Name

Branch

IFSC Code

Account Number

Account Type

Saving Current

Choose email the OTP you received to

Save