1. Fill in the application form: You will need to fill out the KYC form for opening a new account. Details such as your personal details, Trade intended segment details, nomination details, etc. needs to be filled and the form needs to be signed at all the indicated places with respective details filled in the mandatory and voluntary documents/authorisations. Along with this, you will need to submit a list of self-attested proofs/documents such as Identity Proof, Address Proof, PAN card, Bank account proof, Demat account proof, latest Income proof, etc. If you are KRA Compliant, you need to inform Broker accordingly and they will fetch your basic KYC details themselve.

2.Verification process: You shall be provided the set of Policies and Procedures, Do’s and Don’ts, Investor Rights and Obligations, Risk Disclosure Document, Prevention of Money Laundering Literature, etc. by us. You need to acknowledge and sign the acknowledgement page in the KYC document for records. Our employee or Authorized Person will conduct an in-person verification of you and your KYC documents.

3.Final approval: Once your documents are verified, and the final formalities are completed, your new demat account and trading account will be opened in our systems. You will be receiving an email/ Letter with your demat account Client Master and Unique Client code (UCC) for your account for executing trades.