PMS Portfolio Combination Strategy

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1 Primary Holder Identity

Primary Holder Identity

2 Nominee & Financial Details

Nominee & Financial Details

Applicant Details

Name Of Applicant (As per PAN Card) *

Upload Pan Card (Front) *

Upload Pan Card (Back) *

Maiden Name (If any)

Father's Or Spouse Name *

Mother's Name *

Marital Status *

Mobile Number *

Email Id *

Nationality *

Occupation *

City Of Birth *

Proof Of Identity *

Upload Proof Of Identity (Front) *

Upload Proof Of Identity (Back) *

Politically Exposed Person? *

Relative Of Politically Exposed Person? *

Address Details

Proof of Address to be used for Permanent Address *

Upload Address Proof (Front) *

Upload Address Proof (Back) *

Permanent Address *

Please mention is the correspondence address is same as permanent address

Correspondance address *

Mode Of Operation of the Account

Check this checkbox for Joint Account

Nominee Details

1. Nominee Details

Name Of Nominee *

Percentage Of share *

Relationship ( With Applicant ) *

Mobile Number *

Email Id *

Please Select for Id Proof of Nominee *

Upload Front *

Upload Back *

DOB Of Nominee *

Address Of Nominee *

Are you a tax resident of any country other than India?

Financial Information

Gross Annual Income (Not older than 1 year) *

Net Worth (Not older than 1 year) *

Net Worth as on (31-March-2023) *

Investment Chosen Approach*

Fees *

Bank Information

Upload Cancelled Cheque/ Bank statement (not older than last 3 months) *

Upload Photograph *

Upload Signature
(Clear photo of signature on white sheet) *

Secondary Holder Details

Name Of Applicant (As per PAN Card) *

Upload Pan Card (Front) *

Upload Pan Card (Back) *

Maiden Name (If any)

Father's Or Spouse Name *

Mother's Name *

Marital Status *

Mobile Number *

Email Id *

Nationality *

Enter Occupation *

City Of Birth *

Proof Of Identity *

Upload Proof Of Identity (Front) *

Upload Proof Of Identity (Back) *

Politically Exposed Person? *

Relative Of Politically Exposed Person? *

Address Details

Proof of Address to be used for Permanent Address *

Upload Address Proof (Front) *

Upload Address Proof (Back) *

Permanent Address *

Please mention is the correspondence address is same as permanent address *

Correspondance address *

Financial Information

Gross Annual Income (Not older than 1 year) *

Net Worth (Not older than 1 years) *

Net Worth as on (31-March-2023) *

Bank Information

Upload Cancelled Cheque/ Bank statement (not older than last 3 months) *

Upload Photograph *

Upload Signature
(Clear photo of signature on white sheet) *

Third Holder Details

Name Of Applicant (As per PAN Card) *

Upload Pan Card (Front) *

Upload Pan Card (Back) *

Maiden Name (If any)

Father's Or Spouse Name *

Mother's Name *

Marital Status *

Mobile Number *

Email Id *

Nationality *

Enter Occupation *

City Of Birth *

Proof Of Identity *

Upload Proof Of Identity (Front) *

Upload Proof Of Identity (Back) *

Politically Exposed Person? *

Relative Of Politically Exposed Person? *

Address Details

Proof of Address to be used for Permanent Address *

Upload Address Proof (Front) *

Upload Address Proof (Back) *

Permanent Address *

Please mention is the correspondence address is same as permanent address *

Correspondance address *

Financial Information

Gross Annual Income (Not older than 1 year) *

Net Worth (Not older than 1 years) *

Net Worth as on (31-March-2023) *

Bank Information

Upload Cancelled Cheque/ Bank statement (not older than last 3 months) *

Upload Photograph *

Upload Signature
(Clear photo of signature on white sheet) *

Get started with PMS

Applicant Details

Address Details

Mode Of Operation of the Account

Nominee Details

1. Nominee Details

Financial Information

Bank Information

Secondary Holder Details

Address Details

Financial Information

Bank Information

Third Holder Details

Address Details

Financial Information

Bank Information

Portfolios

Tools for your investments

Read & Share

Help

Click here to get access to our Free Course on Momentum Investing Strategy

Get started with PMS

Applicant Details

Address Details

Mode Of Operation of the Account

Nominee Details

1. Nominee Details

Financial Information

Bank Information

Secondary Holder Details

Address Details

Financial Information

Bank Information

Third Holder Details

Address Details

Financial Information

Bank Information

Portfolios

Tools for your investments

Read & Share

Help