Following Details
Step 01
Personal Details
Step 02
Scheme Details
Step 03
Bank Details
Step 04
Payment &
Confirmation Details
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Applicant Details
Mode of Holding *
Single
Anyone (Or) Survivor
Investor DETAILS
PAN of First Applicant*
(PAN Compulsory for every Investment)
Name*
Select Gender*
Please Select
Male
Female
Date of Birth*
Email ID*
Email Family Description
Please Select
Self
Spouse
Dependent Children
Dependent Siblings
Dependent Parents
Guardian
Mobile Number*
Country Code
Mobile Family Description
Please Select
Self
Spouse
Dependent Children
Dependent Siblings
Dependent Parents
Guardian
Category*
Resident India
NRI
Status*
Individual
NRI
KYC Complaint
Yes
No
Guardian Email
Guardian Mobile
Guardian Email Family Description
Please Select
Self
Spouse
Dependent Children
Dependent Siblings
Dependent Parents
Guardian
Guardian Mobile Family Description
Please Select
Self
Spouse
Dependent Children
Dependent Siblings
Dependent Parents
Guardian
Guardian Relationship*
FATCA DETAILS
Occupation*
Please Select
Service
Business
Student
Housewife
Professional
Retired
Others
Gross Annual Income *
Please Select
Below 1 Lac
1-5 Lacs
5-10 Lacs
10-25 Lacs
25 Lacs-1 Crore
1 Crore and above
Country of Birth*
Country of Citizenship/Nationality*
Tax Resident of any country other than India
Yes
No
Tax Resident of any country other than India
Yes
No
Tax Resident
Foreign Tax Id No. of Applicant-1
Politically Exposed Applicant
Yes
No
Related to Politically Exposed Applicant
Yes
No
Address*
Address 2*
Country
State*
City*
Pincode*
NOMINEE DETAILS
I wish not to nominate
Nominee Declaration
I / We hereby confirm that I / We do not wish to appoint any nominee(s) for my mutual fund units held in my / our mutual fund folio and understand the issues involved in non-appointment of nominee(s) and further are aware that in case of death of all the account holder(s), my / our legal heirs would need to submit all the requisite documents issued by Court or other such competent authority, based on the value of assets held in the mutual fund folio.
Same as first Applicant Address
Total Number of Nominee's*
1
2
3
NOMINEE1 DETAILS
Nominee PAN*
Name*
Date of Birth*
Select Gender*
Please Select
Male
Female
Relationship*
Percentage(%)*
Email ID
Address*
Address 2*
Country
State*
City*
Pincode*
Guardian Pan
(PAN Compulsory for Minor)
Guardian Name
NOMINEE2 DETAILS
Nominee PAN*
Name*
Date of Birth*
Select Gender*
Please Select
Male
Female
Relationship*
Percentage(%)*
Email ID
Address*
Address 2*
Country
State*
City*
Pincode*
Guardian Pan
(PAN Compulsory for Minor)
Guardian Name
NOMINEE3 DETAILS
Nominee PAN*
Name*
Date of Birth*
Select Gender*
Please Select
Male
Female
Relationship*
Percentage(%)*
Email ID
Address*
Address 2*
Country
State*
City*
Pincode*
Guardian Pan
(PAN Compulsory for Minor)
Guardian Name
APPLICANT DETAILS
PAN of First Applicant*
(PAN Compulsory for every Investment)
Name*
Select Gender*
Please Select
Male
Female
Date of Birth*
Email ID*
Email Family Description
Please Select
Self
Spouse
Dependent Children
Dependent Siblings
Dependent Parents
Guardian
Mobile Number*
Country Code
Mobile Family Description
Please Select
Self
Spouse
Dependent Children
Dependent Siblings
Dependent Parents
Guardian
Category*
Resident India
NRI
Status*
KYC Complaint
Yes
No
FATCA DETAILS
Occupation*
Please Select
Service
Business
Student
Housewife
Professional
Retired
Others
Gross Annual Income *
Please Select
Below 1 Lac
1-5 Lacs
5-10 Lacs
10-25 Lacs
25 Lacs-1 Crore
1 Crore and above
Country of Birth*
Country of Citizenship/Nationality*
Tax Resident of any country other than India
Yes
No
Tax Resident
Foreign Tax Id No. of Applicant-1
Related to Politically Exposed Applicant
Yes
No
Politically Exposed Applicant
Yes
No
Address*
Address 2*
Country
State*
City*
Pincode*
Joint Holder 1 Details
PAN of Joint Holder 1*
(PAN Compulsory for every Investment)
Name*
Select Gender*
Please Select
Male
Female
Date of Birth*
Email ID*
Email Family Description
Please Select
Self
Spouse
Dependent Children
Dependent Siblings
Dependent Parents
Guardian
Mobile Number*
Country Code
Mobile Family Description
Please Select
Self
Spouse
Dependent Children
Dependent Siblings
Dependent Parents
Guardian
Category*
Resident India
NRI
Status*
Individual
NRI
KYC Complaint
Yes
No
Email OTP
Mobile OTP
Joint Holder 1 FATCA Details
Occupation*
Please Select
Service
Business
Student
Housewife
Professional
Retired
Others
Gross Annual Income *
Please Select
Below 1 Lac
1-5 Lacs
5-10 Lacs
10-25 Lacs
25 Lacs-1 Crore
1 Crore and above
Country of Birth*
Country of Citizenship/Nationality*
Tax Resident of any country other than India
Yes
No
Tax Resident
Foreign Tax Id No. of Applicant-1
Politically Exposed Applicant
Yes
No
Related to Politically Exposed Applicant
Yes
No
Address*
Address 2*
Country
State*
City*
Pincode*
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Joint Holder 2 Details
PAN of Joint Holder 2*
(PAN Compulsory for every Investment)
Name*
Select Gender*
Please Select
Male
Female
Date of Birth*
Email ID*
Email Family Description
Please Select
Self
Spouse
Dependent Children
Dependent Siblings
Dependent Parents
Guardian
Mobile Number*
Country Code
Mobile Family Description
Please Select
Self
Spouse
Dependent Children
Dependent Siblings
Dependent Parents
Guardian
Category*
Resident India
NRI
Status*
Individual
NRI
KYC Complaint
Yes
No
Email OTP
Mobile OTP
Joint Holder 2 FATCA Details
Occupation*
Please Select
Service
Business
Student
Housewife
Professional
Retired
Others
Gross Annual Income *
Please Select
Below 1 Lac
1-5 Lacs
5-10 Lacs
10-25 Lacs
25 Lacs-1 Crore
1 Crore and above
Country of Birth*
Country of Citizenship/Nationality*
Tax Resident of any country other than India
Yes
No
Tax Resident
Foreign Tax Id No. of Applicant-1
Address*
Country
State*
City*
Pincode*
Politically Exposed Applicant
Yes
No
Related to Politically Exposed Applicant
Yes
No
NOMINEE DETAILS
I wish not to nominate
Nominee Declaration
I / We hereby confirm that I / We do not wish to appoint any nominee(s) for my mutual fund units held in my / our mutual fund folio and understand the issues involved in non-appointment of nominee(s) and further are aware that in case of death of all the account holder(s), my / our legal heirs would need to submit all the requisite documents issued by Court or other such competent authority, based on the value of assets held in the mutual fund folio.
Same as first Applicant Address
Total Number of Nominee's*
1
2
3
NOMINEE1 DETAILS
Nominee PAN
Name*
Date of Birth*
Select Gender*
Please Select
Male
Female
Relationship*
Percentage(%)*
Email ID
Address*
Address 2*
Country
State*
City*
Pincode*
Guardian Pan
(PAN Compulsory for Minor)
Guardian Name
NOMINEE2 DETAILS
Nominee PAN
Name*
Date of Birth*
Select Gender*
Please Select
Male
Female
Relationship*
Percentage(%)*
Email ID
Address*
Address 2*
Country
State*
City*
Pincode*
Guardian Pan
(PAN Compulsory for Minor)
Guardian Name
NOMINEE3 DETAILS
Guardian Pan
(PAN Compulsory for Minor)
Guardian Name
Nominee PAN
Name*
Date of Birth*
Select Gender*
Please Select
Male
Female
Relationship*
Percentage(%)*
Email ID
Address*
Address 2*
Country
State*
City*
Pincode*