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Account Opening Documents (Checklist)

Please check the following while opening an account:
  • Name, address, phone number and date of birth have been stated correctly.
  • PAN has been mentioned correctly. Please note that PAN is mandatory for trading (CM and F&O) as well as demat accounts.
  • Occupation, financial and bank details have been written.
  • Signature on Know Your Client form, NSE & BSE agreements (on all the pages of the agreement), Risk Disclosure document, Power of Attorney, etc.
  • Signature across the photographs.
  • Introducer's full details have been mentioned along with signature and seal.
  • Name and signature of witnesses is present.

Opening New Account


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Documents Required For

Residant Individuals NRI Corporate HUF Partnership Firm