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List Of Documents Required to open a Demat/Trading Account, Mutual Funds Account

 

EXISTING KYC VERIFIED -

 

PROOFS ADDRESS PROOF BANK PROOF INCOME PROOF SPECIMEN SIGNATURE PAN CARD PHOTO
All in 1 Investment Account Not Required Required Optional Required Not Required Required
Mutual Fund Account Not Required Required Not Required Required Not Required Required

 

NON KYC VERIFIED -

 

PROOFS ADDRESS PROOF BANK PROOF INCOME PROOF SPECIMEN SIGNATURE PAN CARD PHOTO
All in 1 Investment Account Required Required Optional Required Required Required
Mutual Fund Account Required Required Not Required Required Required Required

 

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

  1. PAN Card: Colour Scan Upload with clear name and photo
  2. Address Proof: Passport, Driving License, Voter Identity Card
  3. Bank Proof: Cancelled cheque with Name printed on it, or bank statement first page with customers name
  4. Income Proof: Copy of ITR Acknowledgment, Copy of Annual Accounts, Copy of Form 16, Networth Certificate, Salary Slip, Bank Statement, Copy of demat account holding.
  5. 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.