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Personal Information

Declaration for US/Canada person :

I am not US/Canada personI am a US/Canada person

Investor Name :

Email ID :

Mobile Number :

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Verify KYC Details

Primary Holder DOB :

Primary Holder PAN :

Minor Investor

Guardian PAN :

Relationship With Guardian :

DOB:

Mode of Holding :

Tax Status :

Second Holder PAN :

Third Holder PAN :

*Fields highlighted in blue are mandatory

*Address as available in KYC records shall be updated

Summary Details

Personal Details

Primary Holder :

Primary Holder Aadhaar Number :

PAN :

Date of Birth :

Mobile Number :

Email ID :

Tax Status :

City :

Guardian Name :

Guardian PAN :

Guardian Aadhaar Number :

Second Holder Name :

Second Holder PAN :

Second Holder Aadhaar Number :

Third Holder Name :

Third Holder PAN :

Third Holder Aadhaar Number :

Additional KYC/FATCA Details

Primary Holder

Annual Income :

Net Worth :

Net Worth Date :

Occupation :

Source of Wealth :

PEP :

Aadhaar Number :

Country of Birth :

Address Type :

Place of Birth :

Tax Residency 1 :

Tax Identification No. 1 :

Tax Identification Type 1 :

Tax Residency 2 :

Tax Identification No. 2 :

Tax Identification Type 2 :

Tax Residency 3 :

Tax Identification No. 3 :

Tax Identification Type 3 :

Second Holder

Second Holder :

PAN :

Annual Income :

Net Worth :

Net Worth Date :

Occupation :

Source of Wealth :

PEP :

Aadhaar Number :

Country of Birth :

Address Type :

Place of Birth :

Tax Residency 1 :

Tax Identification No. 1 :

Tax Identification Type 1 :

Tax Residency 2 :

Tax Identification No. 2 :

Tax Identification Type 2 :

Tax Residency 3 :

Tax Identification No. 3 :

Tax Identification Type 3 :

Third Holder

Annual Income :

Net Worth :

Net Worth Date :

Occupation :

Source of Wealth :

PEP :

Aadhaar Number :

Country of Birth :

Address Type :

Place of Birth :

Tax Residency 1 :

Tax Identification No. 1 :

Tax Identification Type 1 :

Tax Residency 2 :

Tax Identification No. 2 :

Tax Identification Type 2 :

Tax Residency 3 :

Tax Identification No. 3 :

Tax Identification Type 3 :

Guardian Details

Annual Income :

Net Worth :

Net Worth Date :

Occupation :

Source of Wealth :

PEP :

Aadhaar Number :

Country of Birth :

Address Type :

Place of Birth :

Tax Residency 1 :

Tax Identification No. 1 :

Tax Identification Type 1 :

Tax Residency 2 :

Tax Identification No. 2 :

Tax Identification Type 2 :

Tax Residency 3 :

Tax Identification No. 3 :

Tax Identification Type 3 :

Nominee1 Details

Nominee Name :

Nominee DOB :

Guardian Name :

Guardian DOB :

Nominee Relation :

Address1 :

Address2 :

Address3 :

Pincode :

City :

State :

Country :

Percentage Allocation :

Nominee2 Details

Nominee Name :

Nominee DOB :

Guardian Name :

Guardian DOB :

Nominee Relation :

Address1 :

Address2 :

Address3 :

Pincode :

City :

State :

Country :

Percentage Allocation :

Nominee3 Details

Nominee Name :

Nominee DOB :

Guardian Name :

Guardian DOB :

Nominee Relation :

Address1 :

Address2 :

Address3 :

Pincode :

City :

State :

Country :

Percentage Allocation :

Investment Details

Unit Holding Option :

Broker Details :

RIA Code :

Broker Code :

Sub-Broker Code :

Sub-Broker ARN :

EUIN Opted :

EUIN :

Scheme Category :

Scheme Name :

Dividend Option :

Total Investment Amount :

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Bank Details

Mode of Payment :

Payment Bank :

Bank Name :

Account Type :

Account Number :

IFSC Code :

MICR Code :

Branch Name :

Branch City :

Branch Address :

Beneficiary A/C Type :

Beneficiary Account Name :

Beneficiary Bank Name :

Beneficiary Bank Account Number :

IFSC Code :

UTR (Unique Transaction Reference No) :

I wish to create a zero balance folio along with this fresh purchase transaction

I accept the Terms and Conditions

I / We have read and understood the contents of the SAI / SID (....+)

Your KYC compliance check is complete!

As per SEBI guidelines, KYC compliance of all the holders is mandatory to invest in mutual funds.