● Trading & Demat A/C Opening Form
● Additional Document For Trading Account
● Rights & Obligations document
● KRA-KYC & Other Documents
● CKYC
● Nomination Form
● Policies and Procedures
● RMS
● Periodic Updation Form
● KRA-KYC Modification Form
● CKYC Additional Document
● Client registration documents in Vernacular Language
Assamese | Bengali | Gujarati | Hindi | Kanada |
Kashmiri | Konkani | Malayalam | Marathi | Oriya |
Panjabi | Sindhi | Tamil | Telegu | Urdu |
● Trading & Demat A/c Closure Form
● e-Insurance Account opening form(KYC)
● e-Insurance-Conversion of existing policies form
● e-Insurance-Modification request form
● SARAL Account Opening Form
● Margin Pledge & Re-pledge Request Form
● Margin Unpledge Request Form
● Online AC Opening Nomination Form
● Power of Attorny for Online AC opening
KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.*****No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.*****Prevent Unauthorized Transactions in your demat account:Update your Mobile Number with your Depository Participant and Trading member. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL on the same day.........issued in the interest of investors.