Wealth is the product of man's capacity to think. - Ayn Rand

Fortune sides with him who dares.

- Virgil

There is nothing like a dream to create the future. - Victor Hugo

Know what you own, and know why you own it. - Peter Lynch

The best investment on earth is earth.

- Louis J Glickmann

The goal of retirement is to live off your assets, not on them. - Frank Eberhart

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Downloads Section


downloads_1

This section serves as a repository of all the forms, documents, brochures, literature or any reports for your perusal as an active investor with a single click. You can navigate using the various tabs displayed below.

Since some of the files are in PDF format having extension .pdf, you would need Adobe Acrobat Reader to view the files.

Adobe Acrobat Reader can be downloaded from Adobe Website.

Click to download ADOBE ACROBAT READER

KYC
-Annexure for Non Individual
-KYC Change Form for -Non Individual
-KYC Change-form-for-Individual
-KYC New Non-Individual
-KYC Forms Individual

Service Request Form
-Form For Cancellation of SIP/SWP/STP
-Request for Change in Broker
-Request for Change of Bank and Address
-Request for Nominee Registration/Cancellation
-Request for Updating Email Id & Phone Number

Transaction Form
-Additional Purchase Transaction Slip
-Common Transaction Form
-Redemption Transaction Slip
-Switch Transaction Slip

Axis Mutual Fund
-Axis Equity funds Commom application
-Axis Mutual Fund FATCA Form
-Axis SIP Cum NACH Form New

Birla Sun Life Mutual Fund
-Birla Sun Life Common Appl form
-Birla Sun Life SIP Cum NACH Form
-Birla Sun Life FATCA Form Annexure for Individual Accounts
-Birla Sun Life UBO Including FATCA Form

Canara Robeco
- Canara Robeco Ultimate Beneficial Ownership Self Certification Form For Non-Individuals
-Canara Robaco FATCA Form
-Canara Robeco Common Application Form
-Canara SIP Cum NACH Form

DSP Black Rock Mutual Fund
-DSP Blackrock-FATCA - CRS Updation Form ( Non- Individuals)
-DSP Blackrock Common Application Form
-DSP Blackrock SIP Cum NACH Form

Franklin Mutual Fund
-Franklin India Common Application Form
-Franklin India SIP Form

HDFC Mutual Fund
-HDFC FATCA Form
-HDFC SIP NACH Form
-HDFC Common Equity Form

HSBC
-HSBC SIP Form
-HSBC Common Application Form

ICICI Prudential
-ICICI Common Application form
-ICICI SIP Cum NACH Form

IDFC Mutual Fund
-IDFC SIP Cum NACH Form
-IDFC Common Application Form

KOTAK
-Kotak Common Application Form
-Kotak SIP Cum NACH Form

L & T
-L&T FATCA UBO Non-Individuals
-L&T FATCA-Individiuals
-L&T SIP Cum NACH Form
-L&T Common Application Form

Reliance Mutual Fund
-Reliance SIP Cum NACH Form
-Reliance Common Application Form
-Reliance FATCA UBO Declaration Form

SBI
-SBI Common Application Form
-SBI FATCA, CRS (Individuals)
-SBI Annexure I - UBO
-SBI SIP Cum NACH Form

Sundaram
-BNP Paribas Common Application Form
-BNP SIP Cum NACH Form
-BNP Paribas FATCA Non-Individual
-Sundaram SIP Cum NACH Form
-UBO Declaration Form

TATA
-TATA FATCA Individual Form
-TATA Common Application form
-TATA SIP Cum NACH Form

UTI
-UTI Mutual Fund-FATCA UBO Declaration Form
-UTI Common Application form
-UTI SIP Mandate Form Final