Direct Mutual Fund

Registration Form







Sole/Primary Applicant Details: (Please note that the address as available with the KYC Registration Agencies will be consumed based on Pan/PEKRN provided by the applicants and considered to be final.)
*Mode of Holding please tick(✔)
Holding Type: Single Anyone or Survive Joint Investor Category: Individual Minor Sole-Proprieter

*Residental Status please tick(✔)
RES.IND NRI-NRE NRI-NRO FOREIGN-NATIONAL PIO




























Applicant(s) *Residence Telephone No. *Mobile No. Email ID
Sole/Primary
Second
Third
Guardian





Savings
Current
Cash Credit
O/D
Others
NRE
NRO
FCNR
NRSR
Cancelled cheque or Copy
Bank Passbook
Bank Statement
Letter from bank confirming the account





Savings
Current
Cash Credit
O/D
Others
NRE
NRO
FCNR
NRSR




Cancelled cheque or Copy
Bank Passbook
Bank Statement
Letter from bank confirming the account





Savings
Current
Cash Credit
O/D
Others
NRE
NRO
FCNR
NRSR




Cancelled cheque or Copy
Bank Passbook
Bank Statement
Letter from bank confirming the account





Savings
Current
Cash Credit
O/D
Others
NRE
NRO
FCNR
NRSR




Cancelled cheque or Copy
Bank Passbook
Bank Statement
Letter from bank confirming the account





Savings
Current
Cash Credit
O/D
Others
NRE
NRO
FCNR
NRSR




Cancelled cheque or Copy
Bank Passbook
Bank Statement
Letter from bank confirming the account
Name(s) and address (es)of Nominee(s) Nominee Relationship Propportion % in which the units the units shall be shared by each nominee(Total 100%) Nominee Date of Birth Name and Address of Guardian of Nominee

<1 Lac
1-5 Lacs
>5-10 Lacs
>10-25 Lacs
>25 Lacs-1 Crore
>1 Crore







Salary
Business income
Gift
Property
Rental Income
Prize Money
Royalty
Others





Business
Professional
Agriculturist
Service
Retired
Housewife
Student
Doctor
Pvt Sector
Public Sector
Forex Dealer
Government Sect
Others






4.Politically Exposed Person I am PEP I am related to PEP Not Applicabel
5.Type of address given at KRA status(✔) Residential or Business Residential Business Registered Office
6.esidential Status of Guardian(if sole primary applicant is a minor(✔) RES.IND. NRI-NRE NRI-NRO FOEIGN NATIONAL PIO


<1 Lac
1-5 Lacs
>5-10 Lacs
>10-25 Lacs
>25 Lacs-1 Crore
>1 Crore







Salary
Business income
Gift
Property
Rental Income
Prize Money
Royalty
Others





Business
Service
Professional
Agriculturist
Retired
Housewife
Student
Doctor
Pvt Sector
Public Sector
Forex Dealer
Government Sect
Others






4.Politically Exposed Person I am PEP I am related to PEP Not Applicabel
5.Type of address given at KRA status(✔) Residential or Business Residential Business Registered Office
6.esidential Status of Guardian(if sole primary applicant is a minor(✔) RES.IND. NRI-NRE NRI-NRO FOEIGN NATIONAL PIO

<1 Lac
1-5 Lacs
>5-10 Lacs
>10-25 Lacs
>25 Lacs-1 Crore
>1 Crore







Salary
Business income
Gift
Property
Rental Income
Prize Money
Royalty
Others





Business
Service
Professional
Agriculturist
Retired
Housewife
Student
Doctor
Pvt Sector
Public Sector
Forex Dealer
Government Sect
Others






4.Politically Exposed Person I am PEP I am related to PEP Not Applicabel
5.Type of address given at KRA status(✔) Residential or Business Residential Business Registered Office
6.esidential Status of Guardian(if sole primary applicant is a minor(✔) RES.IND. NRI-NRE NRI-NRO FOEIGN NATIONAL PIO

                                                                                                                                         



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