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Forms Description:
Vernacular Language
Gujarat
Annexure 4 Rights & Obligations_Gujarati Click here
Annexure 5 RDD Gujarati Click here
Annexure 6 Do's & Don'ts Gujarati Click here
Hindi
Annexure 4 Rights & Obligations Hindi Click here
Annexure 5 RDD Hindi Click here
Annexure 6 Do's & Don'ts Hindi Click here
KYC / Demat
Account Opening KYC (EQUITY/ Derivative) Click here
C-KYC For individual (Equity) Click here
Account Opening KYC (Commodity) Click here
C-KYC For individual (Commodity) Click here
Consent for STWT agreement Click here
Nomination Click here
Transmission Click here
Change of Address Click here
Change of Bank Detail Click here
Corporate Account Opening Form Click here
MUTUAL FUND
Agreement for Individual (MF) Click here
POLICIES
Business Policy Click here
Important Do’s and Don’t’s Click here
Policies and Procedures Click here
RMS Policy-Online Click here
RMS Policy-Offline Click here
Policy for Inactive Account Click here
Migration Policy Click here
Anti Money Laundering Click here
Insider Trading Click here
Acceptance Of New Clients Click here
Policy On Unaurthenticated News Circulation Click here
Policy On Prefunded Instrument Click here
Error Trade Policy Click here
Circular-Complaince Click here
PPRODUCTS
Online IPO - Product Guide Click here
Equity SIP – Product Guide Click here
Equity SIP – List of Stocks Click here
CIRCULAR
Important Circular on Dealings between Clients Click here
OTHER FORMS
Rights Obligation Click here
Account Reactivation Form Click here
Client Reallocation Request Form Click here
Contact Detail Updation Form Click here
Demat Account Linking Form Click here
Financial & Occupational Details Updation Form Click here
Application for Migration from Offline to Online Click here
Application for Online IPO & MF Click here
Application for EQSIP Click here
NCFM Exam Click here
IT PAN – New Application Click here
NRI Client Declaration Click here
HUF Declaration Click here
  • Attention Investors
  • NSDL/CDSL
  • KYC
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