All the forms and applications you need in one place


Find, download, and print important brokerage forms, agreements, PDF files, and disclosures from our form library. To view and print files properly, please be sure to install Adobe® Reader.

ACCOUNT OPENING FORMS

Title Purpose of the form Download Form
Common Application Form (KYC) Common application form for equity, derivatives, currency and demat account
      a. Individuals   DOWNLOAD
      b. Non-individuals   DOWNLOAD
Application Form Application form for Commodities   DOWNLOAD
FATCA-CRS Declaration & Supplementary KYC Information Declaration Form for Individuals   DOWNLOAD

CHANGE / REQUEST FORMS

Title Purpose of the form Download Form
KYC Details Modification Form For updating or changing your contact details like contact number, address email id etc.
      a. Individuals   DOWNLOAD
      b. Non-individuals   DOWNLOAD
E-Contract Note Activation Form For receiving contract notes on your email   DOWNLOAD
Online Trading Activation Form For converting Offline Trading account to Online Trading Account   DOWNLOAD

DEMAT

Title Purpose of the form Download Form
Demat Account Opening Form   DOWNLOAD
Demat Account Change Form For updating your bank, address, email, contact number   DOWNLOAD
DIS Requisition Form   DOWNLOAD
Account Freeze / Unfreeze Form   DOWNLOAD
Mutual Fund Dematerialisation Form For converting physical mutual fund units in to demat form   DOWNLOAD
Nomination Form For adding nomination details   DOWNLOAD
Demat Account Details Update Form For update account details   DOWNLOAD

BONDS

Title Purpose of the form Download Form
NHAI 54EC BOND APPLICATION FORM Investment in NHAI 54EC Capital Gains Bond   DOWNLOAD
REC 54EC BOND APPLICATION FORM Investment in REC 54EC Capital Gains Bond   DOWNLOAD

MUTUAL FUND FORMS

Title Purpose of the form Download Form
Online Mutual Fund Non Arihant client Application Form   DOWNLOAD
Online Mutual Fund form-Existing client Application Form   DOWNLOAD
NACH/ECS/AUTO DEBIT MANDATE FORM Application Form   DOWNLOAD
Change in Broker Code-Karrvy Application Form   DOWNLOAD
Change in Broker CAMS Application Form   DOWNLOAD
Mutual Fund KYC Application Form KYC Application Form   DOWNLOAD
AEGON RELIGARE MUTUAL FUND   DOWNLOAD
Axis Mutual Fund Application Form   DOWNLOAD
Baroda Pioneer Application Form   DOWNLOAD
Birla Sun Life Mutual Fund Application Form   DOWNLOAD
Canara Robeco Mutual Fund Application Form   DOWNLOAD
DSP BlackRock MF Common Application Form   DOWNLOAD
Escort MF Common Application Form   DOWNLOAD
Franklin Templeton Mutual Fund Application Form   DOWNLOAD
HDFC Mutual Fund Common Application Form   DOWNLOAD
ICICI Prudential MF Application Form   DOWNLOAD
Kotak Mutual Fund Application Form   DOWNLOAD
L&T MF Common Application Form   DOWNLOAD
LIC Mutual Fund Application Form   DOWNLOAD
MIRAE Mutual Fund Application Form   DOWNLOAD
MOTILAL Mutual Fund Application Form   DOWNLOAD
Peerless Mutual Fund Application Form   DOWNLOAD
PPFAS Mutul Fund Application Form   DOWNLOAD
Principal Mutual Fund Application Form   DOWNLOAD
Reliance Mutual Fund Application Form   DOWNLOAD
SBI Mutual Fund Application Form   DOWNLOAD
TATA Mutual Fund Application Form   DOWNLOAD
UTI Mutual Fund Application Form   DOWNLOAD
DHFL/PRAMERICA MUTUAL FUND APPLICATION FORM   DOWNLOAD
HSBC MUTUAL FUND APPLICATION FORM   DOWNLOAD
IDFC MUTUAL FUND APPLICATION FORM   DOWNLOAD
JP MORGAN MUTUAL FUND APPLICATION FORM   DOWNLOAD
QUANTUM MUTUAL FUND APPLICATION FORM   DOWNLOAD
SUNDARAM MUTUAL FUND APPLICATION FORM   DOWNLOAD
TAURUS MUTUAL FUND APPLICATION FORM   DOWNLOAD
UNIONKBC MUTUAL FUND APPLICATION FORM   DOWNLOAD
FATCA Declaration: Individual Offline mode   DOWNLOAD
FATCA Declaration: Non-Individual Offline mode   DOWNLOAD
Karrvy -Cancellation Of SIP / STP / SWP –Offline mode Application Form   DOWNLOAD
CAMS -Cancellation Of SIP / STP / SWP –Offline mode Application Form   DOWNLOAD

OTHER FORMS

Title Purpose of the form Download Form
Form A RGESS Declaration form to apply for Rajiv Gandhi Equity Savings Scheme (RGESS)   DOWNLOAD
Form B RGESS Declaration form for excluding securities purchased under RGESS   DOWNLOAD
Account Closing Forms
      a. Equity Trading Account Closing Form   DOWNLOAD
      b. Commodity Account Closing Form   DOWNLOAD
      c. Demat Account Closing Form   DOWNLOAD

COMPLIANCE

Title Purpose of the form Download Form
Policy & Procedure Document Policy & Procedure as prescribed by trading member   DOWNLOAD
Rights & Obligations Document (DP) Rights & Obligations of beneficial owner and depositary participant as prescribed by SEBI & Depository   DOWNLOAD
Risk Disclosure Document Risk Disclosure Document for capital market and derivative segment as prescribed by SEBI & Stock Exchanges   DOWNLOAD
Rights & Obligations Document (Trading Account ) Rights & Obligations of stock broker, sub brokers and clients as prescribed by SEBI & Stock Exchanges   DOWNLOAD
Schedule of Charges (Trading Account) Details of charges applicable to client on his trading account   DOWNLOAD
Brief Write-up on the provisions of AML.which client needs to know.(For Information Only) Brief Write-up on the provisions of prevention of money laundering Act 2002 (PMLA)   DOWNLOAD

Client Registration Documents (Rights & obligations, uniform risk disclosure document, dos & donts) in vernacular languages

Language Purpose of the form Download Zip
Assamese Client Registration Documents   DOWNLOAD
Bengali Client Registration Documents   DOWNLOAD
Gujrati Client Registration Documents   DOWNLOAD
Hindi Client Registration Documents   DOWNLOAD
Kanada Client Registration Documents   DOWNLOAD
Kashmiri Client Registration Documents   DOWNLOAD
Konkani Client Registration Documents   DOWNLOAD
Malyalam Client Registration Documents   DOWNLOAD
Marathi Client Registration Documents   DOWNLOAD
Oriya Client Registration Documents   DOWNLOAD
Punjabi Client Registration Documents   DOWNLOAD
Sindhi Client Registration Documents   DOWNLOAD
Tamil Client Registration Documents   DOWNLOAD
Telegu Client Registration Documents   DOWNLOAD
Urdu Client Registration Documents   DOWNLOAD