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.
Open Investment Account
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.
Income Tax Forms
We have collected all the forms related to Income tax at one place, according to your needs to get relief from tax from Investment, property, etc; for your ease and to save time so that you don't have to hassle around to find each of them throughout the site.
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.
KYC Non-Individual Form
Annexure KYC Non-Individual Form
FATCA Individual Forms
FATCA Corporate Forms
Download Challan 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.
PAN 49A New Form
PAN Change Form
We gathered all the forms and documents related to financial education, investments and disclosure here at single place
We are a AMFI ( Association of Mutual Fund in India) registered MF Distributor vide ARN : 97728. We provide investment advice to our clients, incidental to our primary activity.You can check the list of all mutual funds where we are acting as a distributor – fundlist.
We do not charge any advisory fees or transaction fees – directly or indirectly, because we earn commission from the funds which we distribute. You can check the commission disclosure sheet here at Commission Disclosure Although we take our best attempt to ensure the suitability of the product being sold to you, but the same may not always be in the best of your interest.