DIY for Opening of Online Demat and Trading Account

Important points to be noted for eKYC:

  • POA from any client is required to be obtained physically on the stamp paper itself and the client is required to send the same in hard copy. POA will be activated only once we receive the original signed Physical copy, so for smooth operations respective RM/ Dealer/ AP should get it from his/ her client on priority basis.
  • 2. Proof (Nomination Form with ID Proof) for addition of Nominee is required to be sent by the client on email id
  • 3. There is no option for upload of Address proof, therefore, till the time the said issue is resolved the client is required to send the scan copy of the Aadhaar card on the email id
  • 4. The above documents are required to be sent from the designated email id of the client which the client has submitted at the time of filling the details in the online application for account opening.
  • 5. The applicable Charges will be debited to the respective client ledger after opening of eKYC
  • 6. Client is also required to keep all the following documents scanned and handy as there is a time limit of 45 minutes for the session:
    • Online click of photograph through ekyc
    • Signature on plain paper
    • PAN Card
    • Aadhaar Copy (For OTP, Mobile no. should be mapped with Aadhaar)
    • Copy of cancelled Cheque