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Client Information for Onboarding
Full Name
*
TAX Status
*
Resident individual
NRI - NRE
NRI - NRO
Minor-Resident Individual
Minor-NRI/NRO
Minor-NRI/NRE
Sole Proprietership
HUF
Partnership
Company
Limited Liability Partnership
Body Corporate
TRUST
Society
Other than Individual-Firm/Company Name
Holding Nature
*
Single
Either Survivor
Anyone Survivor 2
Anyone Survivor 3
Joint 2
Joint 3
Aadhar Card Number
*
Email ID
*
Phone
*
Gender
Male
Female
Other
Date of Birth
*
Father's Name
*
Mother's Name
*
Place of Birth
*
Occupation
*
Agriculture
Business
Government Service
Private Sector Service
Professional
FOREX Dealer
Retired
Student
Household
Annual income
*
Source Of Income
*
Business income
Salary income
Rental Income
Royalty
Marital Status
*
Married
Single
Address
*
Bank Account Number
*
IFSC Code
*
MICR Code
*
Nominee Name
*
Client Relationship With Nominee
*
Nominee Date Of Birth
*
Reference
*
Client's Aadhar Card (Front)
*
Upload File
Client's Aadhar Card (Back)
*
Upload File
Client's PAN Card
*
Upload File
Client's Cancelled Check/Passbook
*
Upload File
Nominee Aadhar
*
Upload File
Nominee PAN
*
Upload File
Nominee Phone
*
Nominee Email
*
Client's Photo
*
Upload File
Client's Singnature as per PAN /Bank
*
Upload File
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