Downloads
Account Opening
- CKYC Non Individual(PDF)
- CKYC_INDIVIDUAL(PDF)
- KYC – Forms Non Individuals Jan 2014 Final(PDF)
- KYC – New Individual Form(PDF)
- KYC change non individual(PDF)
- KYC change individual(PDF)
- BASIC REQIREMENT(PDF)
- Demat Ac Closure Form(DOC)
- Dematerialisation Request Form – Format(DOC)
- ECN Form (SAMPLE)(PDF)
- ECN FORM(DOCX)
- Fatca CRS Declaration(DOCX)
- MERFIN PLEDGE FORM(PDF)
- MERFIN UNPLEDGE FORM(PDF)
- AOF – Individual(PDF)
- AOF – Non Individual(PDF)
- Annexure 2.8 Individual(PDF)
- Saral Form Merfin(PDF)
- AOF – Saral(PDF)
- Nomination Request Form – DP & BSE(DOC)
- PLEDGE REQUEST FORM(PDF)
- REMATERIALIZATION REQUEST FORM (RRF)(PDF)
- REPURCHASE REDEMTION REQUEST FORM(PDF)
- SMS FORM DP(PDF)
- TRADING CLOSURE FORM (SAMLPLE)(DOCX)
- TRANMISSION CUM DEMATERIALIZATION FORM(PDF)
- TRASMISSION REQUEST FORM(PDF)
- UNPLEDGE REQUEST FORM(DOCX)
Investor Complaints
- Annexure-B-Linked-content_Investor-Charter-CDSL(PDF)
- Rights and Obligations – Trading as per sebi(PDF)
- Rights and Obligations – Trading(PDF)
- Investor Charter for Stock Brokers(PDF)
- Investor Charter for Depository Participants(PDF)
- Investors Grievance(PDF)
- Investor Grievance Escalation Matrix(PDF)
- Filling Complaints on SCORES – Easy & Quick(PDF)
BSE – BSE Investor Complaints and Arbitration Information (opens in a new tab)
CDSL – CDSL Investor Grievances (opens in a new tab)
Policy and Documents
- Insider Trading Policy(PDF)
- Internal Control Policy(PDF)
- Investor Complaints Policy(PDF)
- PMLA Policy 30.01.2023(PDF)
- Policy & Procedure BSE(DOCX)
- Policy for Inactive Clients Account(PDF)
- Policy on Limit Setting(PDF)
- Risk Management Policy(PDF)
- Surveillance Policy 30.01.2023(PDF)
- Trade Modification Policy(PDF)
E-contract Login
- CORPORATE-ACCOUNT(DOCX)
- HUF-CHECKLIST(DOCX)
- Individual-Account-Opening-Checklist(DOCX)
- LLP-ACCOUNT(DOCX)
- NRI-ACCOUNT(DOCX)
- PARTNERSHIP-FIRM(DOCX)
