Online Purchase

Transaction Type

Primary Holder Name

Date of Birth*

Investor Status

Mode Of Holding

Folio No

Primary Holder PAN

Occupation

Scheme

ARN Code

SUB ARN Code

SUB Broker Code

EUIN Number

EUIN Declaration

Step In

Yes

Amount

NRI Address Details

Mobile

Address1

Address2

Address3

City

State

Country

ZIP Code

First Joint Holder Details

PAN

Name

Date of Birth

Email Family Relationship

Mobile

Mobile Family Relationship

OTP

Second Joint Holder Details

PAN

Name

Date of Birth

Email Family Relationship

Mobile

Mobile Family Relationship

OTP

FATCA Details

Gross Annual Income

Source Of Wealth

Politically Exposed Person?

Yes

Are you tax resident of any country other than India?

Yes

Bank Details

Bank

IFSC Code

Account Number

Account Type

I wish to add nominee details

Yes

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.

Number of Nominees

First Nominee Details

Nominee Name

Pan

Address same as primary Holder

Correspondence Address

City

State

Country

PIN Code

Proof Of Relationship

Uploaded Proof Of Relation

Nominee Relation

Minor

Guardian Name

Date of Birth

Guardian Name

Guardian Relationship with Nominee

Guardian Pan

Nominee One Percentage

Second Nominee Details

Nominee Name

Pan

Address same as primary Holder

Correspondence Address

City

State

Country

PIN Code

Proof Of Relationship

Upload Proof Of Relation

Nominee Relation

Minor

Guardian Name

Date Of Birth

Guardian Relationship with Nominee

Nominee Two Percentage

Third Nominee Details

Nominee Name

Pan

Address same as primary Holder

Correspondence Address

City

State

Country

PIN Code

Proof Of Relationship

Upload Proof Of Relation

Nominee Relation

Minor

Guardian Name

Date of Birth

Guardian Relationship with Nominee

Nominee Three Percentage

Total Nominee Percentage

Mode Of registration

Authentication Mode

2FA

ESign

Paymode

UPI ID

UMR No.

Uploaded Cancelled Cheque

( Upload Cancelled Cheque in jpg / png / Tiff format Only) (Optional)

Depository Details

NSDL

CDSL

DP ID

Client ID

CML Upload

Note: The CML copy size should not exceed more than 2 MB. Please upload file formats JPG, PDF, TIFF only.

Disclaimer: Unit allotment is subject to realisation of funds along with validation of Demat account credentials (DP ID /CLIENT ID) of the investor. In case the Demat credentials do not match, the AMC reserves the right to reject the application. Refunds shall be processed within the applicable turn-around time.

NRI Address Details

Minor Details

First Joint Holder Details

Second Joint Holder Details

FATCA Details

Bank Details

OR

Bank Details

First Nominee Details

Second Nominee Details

Third Nominee Details

Depository Details