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Policies :

Error Code Policy

Inactive (Dormant) Account Policy

Policy on Insider Trading and Unauthenticated News

Policy on Investment Advice

Policy on Pre-funded Instruments & Electronic Fund Transfer

Redressal Mechanism for Investor Grievance

Risk Management Policy

Surveillance Policy

Download Forms : 

FATCA/CRC Declaration Form

KYC Forms : 

Clients Copy For MCX  KYC Form  2017

MCX New KYC Form  2017

New KYC Form – 2017

KRA Form

Account Closing Form

Account Modification Form

KYC Form

C-KYC Form Individual

KYC Individual

Inactive Account Policy

Demat (DP) Forms : 

Account Closure Form

Account Modification-Deletion Form

Additional Financial Details

Bank Sign Verify

Dematerialisation Request Form

BSDA ACTIVATION FORM

BSDA CONVERT FORM

Freeze-Unfreeze Request Form

Invocation Request Form

Lost & New Trade Book Requisition Letter

Mutual Fund Destatementized Request Form

Mutual Fund Restatementized Request Form

Nomination Form

NRI DECLARATION

NRI DECLARATION FOR POBOX NO

Pledge Request Form

Unpledge Request Form

Rajiv Gandhi Equity Saving Scheme (RGESS) Form – A

Rajiv Gandhi Equity Saving Scheme (RGESS) Form – B

Rematerialisation Request Form

Repurchase Request Form

SMS Alerts Form

TRANSMISSION OF AFFIDAVIT

TRANSMISSION OF INDEMNITY

Transmission Request Form – Death of one of the joint holder

Transmission Request Form – Death of sole holder

TRANSMISSION-CUM-DEMATERIALIZATION FORM

TRANSPOSITION-CUM-DEMATERIALIZATION FORM

Transposition Form

Client Registration Documents in Vernacular Languages: NSE ,BSE ,MCX

Attention Investors:
  • "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."
Attention Investors:
  • "Prevent Unauthorized Transactions in your account --> Update your Mobile Numbers/email IDs with your stock brokers. Receive information of your transactions directly from exchange on your mobile/email at the end of the day..... issued in the interest of investors."
Attention Investors:
  • 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."

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