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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
PAN Card Number
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 ccount number
IFSC Code
MICR Code
Nominee Name
Client Relationship With Nominee
Nominee Date Of Birth
Reference
Client's Aadhar Card (Front)
Upload File
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Client's Aadhar Card (Back)
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Upload supported file (Max 15MB)
Client's PAN Card
Upload File
Upload supported file (Max 15MB)
Client's Cancelled Check/Passbook
Upload File
Upload supported file (Max 15MB)
Nominee PAN
Upload File
Upload supported file (Max 15MB)
Client's Photo
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Upload supported file (Max 15MB)
Client's Singnature as per PAN /Bank
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