• ► KYC Forms

• Individual (Combined - Trading & Demat)
• Non-Individual (Combined - Trading & Demat)
• Individual CKYC KRA Form
• Non-Individual CKYCR-Annexure A Form
• Non-Individual CKYCR-Annexure B Form
• Modification cum ReKYC form_Individual
• Modification cum ReKYC form_Non Individual
• Income Declaration Form
• Income Declaration Form_Non individual
• Running Account Authorisation_w.e.f. August 2021
• Nomination and No Nomination Request Form

• ► Policies

• 1. POLICY FOR MARGIN COLLECTION & REPORTING
• 2. INTERNAL CONTROL POLICY
• 3. WRITE UP ON PRE-FUNDED INSTRUMENTS
• 4. RMS POLICY
• 5. POLICY ON LIMIT SETTING
• 6. POLICY FOR INACTIVE AND DORMANT ACCOUNT
• 7. INVESTORS GRIEVANCE REDRESSAL POLICY
• 8. CODE OF CONDUCT FOR PREVENTION OF INSIDER TRADING
• 9. Policies and Procedures for combating Money Laundering(ML) Or Terrorist Financing(TF)
• 10. POLICY FOR CLIENT CODE MDIFICATION
• 11. POLICY REGARDING UNAUTHENTICATED NEWS CIRCULATED

• ► Dealing Between Client and Stock Broker

• Copy of SEBI Circular Dtd: 03-12-2009

• ► PMS

• Disclosure
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• ► Useful Links

• Client Registration Documents in Vernacular Languages
• Investor Grievances
• Do & Don’ts
• Awareness About Secondary Markets
• Awareness about Investors Rights and Obligations
• Risk & Disclosure

• ► Other Documents

• Linking Aadhar Card with Demat accounts
• PMLA Update
• Aadhar Card Updation Form
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