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Each investor has to under go Know Your Customer process only once in the securities market.
Investors have to provide the information in the stand alone Foreign Account Tax Compliance Act declaration form.
Account helps you to invest in all mutual funds using a single platform.
Implementing Automated Clearing House mandate will allow transactions to be cleared in real-time mode.
MF Forms Offline
Investment in mutual funds at your ease in any fund house of your choice shown below. We have gathered all the common, STP, SIP forms with ARN and EUIN code attached so that you can track all your investment with us.
| # | Document Type | Link |
|---|---|---|
| 1 | Axis Mutual Fund |  |
| 2 | HDFC Mutual Fund | |
| 3 | Reliance Mutual Fund | |
| 4 | Pramerica Mutual Fund | |
| 4 | UTI Mutual Fund | |
KYC Forms
Know your customer (KYC) is the process of a business verifying the identity of its clients. Know your customer processes are also employed by companies of all sizes for the purpose of ensuring their proposed agents, consultants, or distributors are antibribery compliant.
| # | Document Type | Link |
|---|---|---|
| 1 | Central KYC | |
| 2 | KYC Non-Individual Form | |
| 3 | Annexure KYC Non-Individual Form | |
FATCA Forms
Permanent Account Number (PAN) is a code that acts as identification of Indians, especially those who pay Income Tax. It is a unique, 10-character alpha-numeric identifier, issued to all judicial entities identifiable under the Indian Income Tax Act 1961.
| # | Document Type | Link |
|---|---|---|
| 1 | FATCA Individual Forms | |
| 2 | FATCA Corporate Forms | |
Coming soon
PAN Forms
Permanent Account Number (PAN) is a code that acts as identification of Indians, especially those who pay Income Tax. It is a unique, 10-character alpha-numeric identifier, issued to all judicial entities identifiable under the Indian Income Tax Act 1961.
| # | Document Type | Link |
|---|---|---|
| 1 | PAN 49A New Form | |
| 2 | PAN Change Form | |
Fixed Deposit
Download Fixed Deposit Forms
| # | Document Type | Link |
|---|---|---|
| 1 | HDFC Individual Application | |
| 2 | HDFC Trust Application | |
| 3 | HDFC Individual KYC | |
| 4 | HDFC Non Individual KYC | |
| 5 | PNB Housing Finance | |
| 6 | Bajaj Finance | |
| 7 | Mahindra Finance | |
| 8 | Shriram Transport Finance | |