Forms

1) Discretionary PMS

I. Individual

Account Opening Form - Individual
Portfolio Management Services Agreement - Discretionary
Power of Attorney

II. Institutional

Account Opening Form - Institutional
Portfolio Management Services Agreement - Discretionary
Power of Attorney

III. Joint

Account Opening Form - Individual
Application - Joint
Portfolio Management Services Agreement - Discretionary
Power of Attorney

 

2) Non-Discretionary PMS

I. Individual

Account Opening Form - Individual
Portfolio Management Services Agreement - Discretionary
Power of Attorney

II. Institutional

Account Opening Form - Institutional
Portfolio Management Services Agreement - Discretionary
Power of Attorney

III. Joint

Account Opening Form - Individual
Application - Joint
Portfolio Management Services Agreement - Discretionary
Power of Attorney

3) Flyer
4) Product Summary & Charges

5) DMAT Account

  1. Account Opening Form - Individual व्यक्तिगत
  2. Account Opening Form - Individual Sample व्यक्तिगत 
  3. Account Opening Form - Company संस्थागत
  4. Bank Account Number Update Form
  5. Dematerialization Request Form 
  6. Dematerialization Sample Form

 

6) Mixed Froms

  1. Application for Cash-Bonus Share/ बाेनश शेयर नगद लाभांश उपलब्ध गराउने वारे
  2. Application for Lost Certificate/ शेयर प्रमाण पत्र हराएमा दिने निवेदन वारे
  3. Right Share Credit Form/ हकप्रद शेयर डिम्याट खातामा उपलब्ध गराउने वारे