Marcellus

Investor Information Form

* Denotes mandatory fields

Upload files should be image or pdf

Account Details

“STP Fee: Fixed fee at 1.5% Per Annum of the Net Asset Value - charged Quarterly”

Applicant Details

1st Holder

2nd Holder

3rd Holder

Name as per Pan Card

PAN Number of each Holder

Applicant Maiden Name

Gender

City & Country of Birth

Nationality

Mother Name

Marital Status

Perm. Add Proof Document Type

Permanent Address

Is your correspondence address same as permanent address?

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

Corres. Add Proof Document Type

Correspondence Address

Contact Number

Contact Number Belongs to

Is this number linked with your Aadhar?

Yes No
Yes No
Yes No

Email Address

Email Address Belongs to

Edu Qualifications

Occupation

Name of Employer /Business / Entity

Profile / Nature of Employer /Business

Designation / Job Title

Gross Annual Income

Net Worth (Last 1 year)

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

Country of tax residency

If not India, Tax Identification Number (TIN)

if not appplicable add "NA"

GST Number

if not appplicable add "NA"

Number of Nominee

Nominee Details (If Applicable)

1st Nominee

2nd Nominee

3rd Nominee

Nominee Name

Nominee Address

Nominee PAN no./Aadhar no.

Relationship with Applicant(s)

Nominee Contact Number

Nominee Email Address

Nominee % Share

Is Nominee a Minor?

Relationship with Nominee

(Relationship between guardian and nominee )

Guardian Name

Guardian Address

Guardian Contact Number

Guardian PAN

Guardian’s email id

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

Investment Experience regarding Securities

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

Investment style

Investment Objective

Risk Tolerance

Investment Horizon

Negative Securities (This section is optional)

Declaration of Investors in Various Corporate Bodies (if any)

Name of Company

Nature of Interest

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

Name of Company