List of Documents required to open All in 1 Investment Account (Demat/Trading) and Mutual Funds Account

  • PROOFS
  • All in 1 Investment Account
    • Existing KYC Verified
    • NON KYC Verified
  • Mutual Fund
    Account
    • Existing KYC Verified
    • NON KYC Verified
  • ADDRESS PROOF
  • BANK PROOF
  • INCOME PROOF
    • Optional
    • Optional
  • SPECIMEN SIGNATURE
  • PAN CARD
  • PHOTO

Income proof is required if clients want to trade in Derivative segment

  • PAN Card: Colour Scan Upload with clear name and photo
  • Address Proof:Passport, Driving License, Voter Identity Card
  • Bank Proof: Cancelled cheque with Name printed on it, or bank statement first page with customers name
  • Income Proof: Copy of ITR Acknowledgement, Copy of Annual Accounts, Copy of Form 16,
    Networth Certificate, Salary Slip, Bank Statement, Copy of demat account holding.
  • Specimen Signature: Required for offline transactions in case of digitally signed applications

Know more about all these
documents required to open a Demat Account in detail.