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9820663784

Investment Account Opening Form

This is just a onetime account opening formality to start investing in Mutual Funds / Shares.

It will take just few minutes to complete this form.

Please keep the following documents handy for completing this form.
1.   Soft copy of your PAN card
2.   Soft copy of your Address Proof (Passport / Aadhar Card / Driving License / Voter Id)
3.   Soft copy of your Bank Proof (Cheque copy / Bank Statement / Passbook)
4.   Soft copy of your Latest Colour Photo

Please ensure that the file size is less than 1 Mb and is in jpg, png, tif or pdf format

Yes I have all the documents ready.

PAN Details

<%tax_status_error%>
<%holding_nature_error%>
<%panerr%> <%pan1_status.text%>
<%pan2_error%> <%pan2_status.text%>
<%minor_name_error%>
<%firm_name_error%>
Error Message
Error Message
<%name_as_per_pan1_error%>
Yes Error Message
No Error Message

<%pan1_adhar_confirmation_error%>

Refresh Captcha
<%pan1_captcha_error%>
<%pan1_mobile_otp_error%> <%pan1_final_we_automation_process_error%> <%pan1_final_we_automation_process_msg%>
I understand that my demographic data would be fetched from Aadhar

<%pan1_xml_reading_msg%> <%pan1_xml_reading_error%>
Download XML File
Error Message
Error Message
<%name_as_per_pan2_error%>
<%pan2_adhar_no_error%>
Yes Error Message
No Error Message
<%pan2_adhar_confirmation_error%>
Refresh Captcha
<%pan2_captcha_error%>
<%pan2_mobile_otp_error%> <%pan2_final_we_automation_process_error%> <%pan2_final_we_automation_process_msg%>
I understand that my demographic data would be fetched from Aadhar

<%pan2_xml_reading_msg%> <%pan2_xml_reading_error1%>
Download XML File
<%contact_person_panerr%>
<%designation_error%>
Male Error Message
Female Error Message
Other Error Message
<%pan1_gender_error%>

Male Error Message
Female Error Message
Other Error Message
<%pan2_gender_error%>
<%final_pan_details_validation%>

Document Details

First Applicant Details


<%pan1_dob_error%>
<%minor_dob_error%>
<%minor_dob_proof_error%>
<%minor_dob_proof_upload_error%> <%minor_dob_proof_upload_msg%>
<%pan1_file_error%> <%pan1_file_error1%> <%pan1_file_upload_msg%>
<%pan1_adhar_front_error%> <%pan1_adhar_front_error1%> <%pan1_adhar_front_msg%>
<%pan1_adhar_back_error%> <%pan1_adhar_back_error1%> <%pan1_adhar_back_msg%>
<%pan1_mobile_error%>
CAMS ekyc link <%pan1_kyc_link%>

Second Applicant Details


<%pan2_dob_error%>
<%pan2_file_error%> <%pan2_file_error1%> <%pan2_file_upload_msg%>
<%pan2_adhar_front_error%> <%pan2_adhar_front_error1%> <%pan2_adhar_front_msg%>
<%pan2_adhar_back_error%> <%pan2_adhar_back_error1%> <%pan2_adhar_back_msg%>
<%pan2_mobile_error%>
CAMS ekyc link <%pan2_kyc_link%>
<%final_document_details_validation%>

KYC Details

First Applicant Details


Error Message
Error Message
<%pan1_father_error%>
Error Message
Error Message
<%pan1_mother_error%>
Married Error Message
Unmarried Error Message
Other Error Message
<%pan1_marital_status_error%>
Error Message
Error Message
<%pan1_maiden_error%>

Second Applicant Details


Error Message
Error Message
<%pan2_father_error%>
Error Message
Error Message
<%pan2_mother_error%>
Married Error Message
Unmarried Error Message
Other Error Message
<%pan2_marital_status_error%>
Error Message
Error Message
<%pan2_maiden_error%>
<%final_kyc_details_validation%>

FATCA Details

First Applicant Details


<%fhcountryerr%>
<%fhoccupationerr%>
<%fhoccupationotherserr%>
<%fhincomeerr%>
<%fhSOWerr%>
<%fhotherserr%>
<%fhnetwortherr%>
<%fhnetdateerr%>
<%fhcountry_incoerr%>
<%fhstateoberr%>
<%fhoutindiaerr%>
<%fhcityerr%>
Yes
No
<%fhcorpserviceerr%>
Yes
No
<%fhmoneycorpserviceerr%>
Yes
No
<%fhgamecorpserviceerr%>
Yes
No
Related to PEP
<%fhPolitically_exposederr%>
Yes
No
<%fhtax_indiaderr%>
<%fhCOTAXerr%>
<%fhtaxpayererr%>
<%fhidtypeerr%>

Second Applicant Details


<%shcountryerr%>
<%shoccupationerr%>
<%shoccupationotherserr%>
<%shincomeerr%>
<%shSOWerr%>
<%shotherserr%>
<%shcountry_incoerr%>
<%shstateoberr%>
<%shoutindiaerr%>
<%shcityerr%>
Yes
No
Related To PEP
<%shPolitically_exposederr%>
Yes
No
<%shtax_indiaderr%>
<%shCOTAXerr%>
<%shtaxpayererr%>
<%shidtypeerr%>
<%final_fatca_details_validation%>

Address Details

Permanent / Overseas Address


<%pan1_permanant_address_error%>
<%pan1_permanant_locality_error%>
<%pan1_permanant_country_error%>
<%pan1_permanant_pincode_error%>
<%pan1_permanant_state_error%>
<%pan1_permanant_state_error%>
<%pan1_permanant_city_error%>
<%pan1_permanant_address_proof_error%>
Residential
Business
<%pan1_permanant_address_proof_type_error%>
<%pan1_permanant_address_proof_id_error%>
<%pan1_permanant_address_proof_issue_date_error%>
<%pan1_permanant_address_proof_expiry_date_error%>
<%pan1_permanant_upload_address_proof_error%> <%pan1_permanant_upload_address_proof_error1%> <%pan1_permanant_upload_address_proof_msg%>
<%pan1_permanant_upload_address_proof_back_error%> <%pan1_permanant_upload_address_proof_back_error1%> <%pan1_permanant_upload_address_proof_back_msg%>

Correspondence / Local Address

Same As above
<%pan1_local_address_error%>
<%pan1_local_locality_error%>
<%pan1_local_country_error%>
<%pan1_local_pincode_error%>
<%pan1_local_state_error%>
<%pan1_local_state_error%>
<%pan1_local_city_error%>
<%pan1_local_address_proof_error%>
Residential
Business
<%pan1_permanant_address_proof_type_error%>
<%pan1_local_address_proof_id_error%>
<%pan1_local_address_proof_issue_date_error%>
<%pan1_local_address_proof_expiry_date_error%>
<%pan1_local_upload_address_proof_error%> <%pan1_local_upload_address_proof_error1%> <%pan1_local_upload_address_proof_msg%>
<%pan1_local_upload_address_proof_back_error%> <%pan1_local_upload_address_proof_back_error1%> <%pan1_local_upload_address_proof_back_msg%>
Same As First Applicant

Permanent / Overseas Address(SH)

<%pan2_permanant_address_error%>
<%pan2_permanant_locality_error%>
<%pan2_permanant_country_error%>
<%pan2_permanant_pincode_error%>
<%pan2_permanant_state_error%>
<%pan2_permanant_state_error%>
<%pan2_permanant_city_error%>
<%pan2_permanant_address_proof_error%>
Residential
Business
<%pan2_permanant_address_proof_type_error%>
<%pan2_permanant_address_proof_id_error%>
<%pan2_permanant_address_proof_issue_date_error%>
<%pan2_permanant_address_proof_expiry_date_error%>
<%pan2_permanant_upload_address_proof_error%> <%pan2_permanant_upload_address_proof_error1%> <%pan2_permanant_upload_address_proof_msg%>
<%pan2_permanant_upload_address_proof_back_error%> <%pan2_permanant_upload_address_proof_back_error1%> <%pan2_permanant_upload_address_proof_back_msg%>

Correspondence / Local Address(SH)

Same As above
<%pan2_local_address_error%>
<%pan2_local_locality_error%>
<%pan2_local_country_error%>
<%pan2_local_pincode_error%>
<%pan2_local_state_error%>
<%pan2_local_state_error%>
<%pan2_local_city_error%>
<%pan2_local_address_proof_error%>
Residential
Business
<%pan1_permanant_address_proof_type_error%>
<%pan2_local_address_proof_id_error%>
<%pan2_local_address_proof_issue_date_error%>
<%pan2_local_address_proof_expiry_date_error%>
<%pan2_local_upload_address_proof_error%> <%pan2_local_upload_address_proof_error1%> <%pan2_local_upload_address_proof_msg%>
<%pan2_local_upload_address_proof_back_error%> <%pan2_local_upload_address_proof_back_error1%> <%pan2_local_upload_address_proof_back_msg%>
<%final_address_details_validation%>

Bank Details

<%ifscerr%>
<%banknameerr%>
<%fhbranchcityerr%>
<%fhbranchnameerr%>
<%micr1err%>
<%fhbranchaddresserr%>
<%fhpincodeerr%>
<%firstholder1err%>
<%secondholdererr%>

<%selectbank_proof1%>
<%upload_bank1_proof%> <%upload_bank1_proof1%> <%upload_bank1_proof_msg%>
<%upload_bank2_proof%> <%upload_bank2_proof1%> <%upload_bank2_proof_msg%>

Physical
Electronic
Biller
<%mandate_type_error%>
<%physical_mandate_amterr%>
<%electronic_mandate_amterr%>
<%billeramounterr%>
<%final_bank_details_validation%>

Nominee Details

Nominee 1

<%fhnomineeerr%>
<%fhnomineetypeerr%>
<%fhnomineerelationerr%>
<%fhnomineepercentageerr%>
<%nomineedoberr%>
<%fhguardian_nameerr%>

Nominee 2

<%shnomineeerr%>
<%shnomineetypeerr%>
<%shnomineerelationerr%>
<%shnomineepercentageerr%>
<%shnomineedoberr%>
<%shguardian_nameerr%>

Nominee 3

<%thnomineeerr%>
<%thnomineetypeerr%>
<%thnomineerelationerr%>
<%thnomineepercentageerr%>
<%thnomineedoberr%>
<%thguardian_nameerr%>
<%final_nominee_details_validation%>

UBO Details

<%no_of_ubo_error%>

KARTA Details

UBO<%$index+1%> Details


<%variable.pan.error%>
<%variable.middle_name.error%>
<%variable.last_name.error%>
<%variable.first_name.error%>
<%variable.dob.error%>
<%variable.identification_type.error%>
<%variable.father_middle_name.error%>
<%variable.father_last_name.error%>
<%variable.father_first_name.error%>
<%variable.mobile_no.error%>
Male
Female
Other
<%variable.gender.error%>
<%variable.occupation.error%>
<%variable.address_type.error%>
<%variable.address.error%>
<%variable.pincode.error%>
<%variable.city.error%>
<%variable.state.error%>
<%variable.country.error%>
<%variable.place_of_birth.error%>
<%variable.state_of_birth.error%>
<%variable.country_of_birth.error%>
<%variable.nationality.error%>
Yes
No
Related to PEP
<%variable.politically_exposed.error%>
<%variable.codes.error%>
<%variable.CTR.error%>
<%variable.COCN.error%>
<%variable.interest.error%>
<%variable.relation.error%>
<%no_of_coparcener_error%>

Coparcener<%$index+1%> Details


<%variable.pan.error%>
<%variable.first_name.error%>
<%final_ubo_details_validation%>

Photo & Signatures

<%pan1_photograph_error%> <%pan1_photograph_error1%> <%pan1_photograph_upload_msg%>
<%pan2_photograph_error%> <%pan2_photograph_error1%> <%pan2_photograph_upload_msg%>
Sign & upload
On Screen
<%upload_options_error%>
<%pan1_signature_error%> <%pan1_signature_error1%> <%pan1_signature_upload_msg%>
<%FH_bank_signature_error%>
<%pan1_bank1_signature_error%> <%pan1_bank1_signature_error1%> <%pan1_bank1_signature_msg%>
<%pan2_signature_error%> <%pan2_signature_error1%> <%pan2_signature_upload_msg%>
<%JH_bank_signature_error%>
<%pan2_bank1_signature_error%> <%pan2_bank1_signature_error1%> <%pan2_bank1_signature_msg%>
FH Sign as per PAN*
<%on_screen_pan1_signature_error%>
<%on_screen_FH_bank_signature_error%>
FH Sign as in bank*
<%on_screen_pan1_bank1_signature_error%>
2nd Applicant Sign as per PAN*
<%on_screen_pan2_signature_error%>
<%on_screen_JH_bank_signature_error%>
JH Sign as in bank*
<%on_screen_pan2_bank1_signature_error%>
<%final_signature_details_validation%>

Video Recorder

Record your video & say the below digits loudly. Note the video will automatically stop recording after 15 seconds.

<%random_no%> <%random_no_error%>
<%pan1_video_upload_error%> <%pan1_video_upload_msg%> <%pan1_video_media_error%>


Record your video & say the below digits loudly. Note the video will automatically stop recording after 15 seconds.

<%sh_random_no%> <%sh_random_no_error%>
<%pan2_video_upload_error%> <%pan2_video_upload_msg%> <%pan2_video_media_error%>


<%final_video_validation%>

Submit Details

<%arn_error%>
Select All Forms

KYC Forms

FH KYC Form <%cvlKycInsert1Global%>
SH KYC Form <%cvlKycInsert2Global%>

Video KYC

FH Video KYC <%vKycKycInsert1Global%>
SH Video KYC <%vKycKycInsert2Global%>

NSE NMF

IIN Form

<%nseIinCommonUpdateGlobal%>

FATCA Form

<%nseFatcaCommonGlobal%>

ACH Form

<%nseAchCommonGlobal%>

MF Utility

CAN Form

<%MfuCanCreateGlobal%>

Payzee

<%MfuPayeezzCreateCommonGlobal%>

<%cantype_error%>

BSE Star

AOF Form

<%bseAofGlobal%>

FATCA

<%bseFatcaCommonGlobal%>

Mandate

<%bseAchCommonGlobal%>

<%ucctype_error%>
How do you want the Forms to be delivered?
Download
Email
<%email_to_ifa_error%>
What type of forms do you want?
Regular Printed Form
Blank Printed Form
Regular Signed Form
<%form_type_error%>
Email Forms to Client?
Yes
No
<%platform_error%>

<%final_submit_details_validation%>

UPLOAD

NSE NMF

IIN Form
Signed Form

<%nseIinImageGlobal%>


Minor DOB Proof
Already Uploaded

<%nseMinorDobProofImageUpdate%>


Bank Proof
Already Uploaded

<%nseBankProofImageGlobal%>


Mandate
Signed Form

<%nseAchImageGlobal%>

MF Utility (For Electronic CAN Only)

FH PAN
Already Uploaded

<%mfuPanProofImage1Global%>


SH PAN
Already Uploaded

<%mfuPanProofImage2Global%>


Minor DOB Proof
Already Uploaded

<%mfuMinorDobProofImageUpdate%>


Bank Proof
Already Uploaded

<%mfuBankProofImage1Global%>

BSE Star

AOF Form
Signed Form

<%bseAofImageGlobal%>


Minor DOB Proof
Already Uploaded

<%bseAofImageGlobal%>


Mandate
Signed Form

<%bseScanMandateImage1Global%>

Welcome Aboard!

Congratulations! You have completed the form successfully.

We shall verify the data and then complete the account opening formalities.

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