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Broking
Broking account helps to trade in equity, derivatives and currency derivatives. Below are necessary application forms and documents checklist to open account.
Documents Required
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Photograph – 1 photo
(Clear passport size photograph of applicant pasted on KYC and signed cross)
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Pan Card – 2 Copies (Self attested)
(Pan card copy with photograph of applicant)
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Aadhaar – 2 Copies (Self attested)
(Clear copy of aadhaar card)
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Bank Proof - 2 Copies (Self attested)
(Cancelled Cheque. If client name is not printed on the cheque, Provide 1st page of passbook or Latest bank statement with bank seal)
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F&O Proof - 2 Copies (Self attested)
("Copy Of ITR, Salary Slip with employer seal, Latest 6 month bank statement with original bank seal")
Equity SIP
Equity SIP helps to invest in selected stocks on a regular basis and build a portfolio. Below are necessary application forms, Bank Mandate and documents checklist to open account.
Documents Required
-
Photograph – 1 photo
(Clear passport size photograph of applicant pasted on KYC and signed cross)
-
Pan Card – 2 Copies (Self attested)
(Pan card copy with photograph of applicant)
-
Aadhaar – 2 Copies (Self attested)
(Clear copy of aadhaar card)
-
Bank Proof - 2 Copies (Self attested)
(Cancelled Cheque. If client name is not printed on the cheque, Provide 1st page of passbook or Latest bank statement with bank seal)
-
F&O Proof - 2 Copies (Self attested)
("Copy Of ITR, Salary Slip with employer seal, Latest 6 month bank statement with original bank seal")
Investment Advisory Services
IAS helps to invest in stocks with lumpsum investment and build a diversified portfolio. Below are necessary application forms and documents checklist to open account.
Documents Required
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Photograph – 1 photo
(Clear passport size photograph of applicant pasted on KYC and signed cross)
-
Pan Card – 2 Copies (Self attested)
(Pan card copy with photograph of applicant)
-
Aadhaar – 2 Copies (Self attested)
(Clear copy of aadhaar card)
-
Bank Proof - 2 Copies (Self attested)
(Cancelled Cheque. If client name is not printed on the cheque, Provide 1st page of passbook or Latest bank statement with bank seal)
-
F&O Proof - 2 Copies (Self attested)
("Copy Of ITR, Salary Slip with employer seal, Latest 6 month bank statement with original bank seal")
Mutual Fund
Mutual Fund services identify the best fund as per the client requirements, as well as support all AMC schemes. Below are necessary application forms, Bank Mandate and documents checklist to open account.
Documents Required
-
Photograph – 1 photo
(Clear passport size photograph of applicant pasted on KYC and signed cross)
-
Pan Card – 2 Copies (Self attested)
(Pan card copy with photograph of applicant)
-
Aadhaar – 2 Copies (Self attested)
(Clear copy of aadhaar card)
-
Bank Proof - 2 Copies (Self attested)
(Cancelled Cheque. If client name is not printed on the cheque, Provide 1st page of passbook or Latest bank statement with bank seal)
-
F&O Proof - 2 Copies (Self attested)
("Copy Of ITR, Salary Slip with employer seal, Latest 6 month bank statement with original bank seal")