Individual - Offline

Offline Equity Account Creation Process

Note

1: Mobile number should be linked with Aadhaar for OTP

2 : Self-attested hard copy of all documents would be required on A4 size paper

Documents Required

1. Self Attested PAN

2. Copy Self-attested Aadhaar copy

3. Cancel cheque with preprinted client name/Self-attested Bank Statement

4. Photo of Signature Photo (Client will receive a link for selfie photo on email)

5. Signed DDPI (Demat Debit and Pledge Instruction) Form

6. Signed Account opening declaration form

Mandorary Details Required

• Marital Status

• Mother Name

• Father Name

• Maiden Name (In case of Married Female)

• Business/ Profession/ Salaried

• Name of the Company

• Email ID

• Mobile No.

• Annual Income

Nominee Details

• Nominee Name

• Relationship with Nominee

• Pan Card Number or Aadhaar card No

• Nominee Email Id

• Nominee Mobile Number

52KB

DDPI_newformat.pdf

pdf

This is the DDPI Form which needs to be signed

44KB

Final declaration Account Opening eKYC.pdf

pdf

This is the Account opening declaration Form which needs to be signed

62KB

Mandate.pdf

pdf