Downloads
| S.N | File Name | Download | Sample |
|---|---|---|---|
| 1 | Online Trading Agreement with Customers | Non-Editable Editable | Sample |
| 2 | KYC Form For Individual | Non-Editable Editable | Sample |
| 3 | KYC Form For Company | Non-Editable Editable | |
| 4 | Demat Agreement Form | Non-Editable Editable | Sample |
| 5 | Demat KYC Form | Non-Editable Editable | Sample |
| 6 | Mero Share Form | Non-Editable Editable | Sample |
| 7 | DP KYC FORM For Company | Non-Editable Editable | |
| 8 | DRF FORM | Non-Editable Editable | |
| 9 | BO-BO Transfer For Individual | Non-Editable | |
| 10 | BO-BO Transfer For Company | Non-Editable | |
| 11 | Demat Family Transfer Form | Non-Editable | |
| 12 | Death Transfer Application Form For Physical Share | Non-Editable | |
| 13 | WACC Reset Application Form | Non-Editable |
Notes:
Document Required for Individual Person:
- Duly Filled KYC Form
- TMS Agreement
- Citizenship Certificate
- PP Size Photo - 1
- Demat Confirmation Letter
- Copy of Cheque
- PAN Card Photo Copy (PAN no. is Compulsory for Rs. 5 lakh above transaction)
Document Required for Individual Person (Minor):
- Duly Filled KYC Form
- TMS Agreement
- Birth Certificate
- Citizenship Certificate of Guardian
- PP Size Photo of Minor and Guardian – 1 each
- Demat Confirmation Letter of Minor
- Copy of Cheque of Minor (Bank account of Minor)
Document Required for Company:
- Duly Filled KYC Form
- TMS Agreement
- MOA and AOA (Objective of Share Transactions)
- Copy of Registration Certificate
- Board Minute (Akthiyari and Phone Number and Email)
- Company PAN Certificate
- Tax clearance
- Copy of Cheque
- Demat Confirmation Letter
- Details list of Directors with holdings and Citizenship