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
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 |
| Application for Shifting of trading account | Application for Shifting of trading account | DOWNLOAD |
| New Segment Activation Form | Changes one segment to other segment like Currency, F&O, SLBM etc | DOWNLOAD |
DEMAT
| Title | Purpose of the form | Download Form |
|---|---|---|
| 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 | |
| How to fill Modification form(Sample file) | Help to fill modification form or update personal details, bank details and etc | DOWNLOAD |
| List of Co Parceners | List of Family Members | DOWNLOAD |
| Central KYC (CKYC) | CENTRAL KYC REGISTRY | Know Your Customer (KYC) Application Form | Individual | DOWNLOAD |
| POWER OF ATTORNEY (COMBINED) | POWER OF ATTORNEY (COMBINED) | 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 |
| POWER FINANCE CORPORATION LTD | Investment in PFC Bond | DOWNLOAD |
| 7.15 % Floating Rate Saving Bond 2020 | APPLICATION FORM FOR FLOATING RATE SAVINGS BONDS | 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
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 |
| Policy & Procedure Document (commodity segment) | Policy & Procedure as prescribed by trading member | DOWNLOAD |
| Policy on actual settlement of client’s fund & securities | Policy on actual settlement of client’s fund & securities | DOWNLOAD |
| RMS POLICY DOCUMENT | RISK MANAGEMENT POLICY OF COMPANY RELATED TO STOCK BROKING ACTIVITY | DOWNLOAD |
Client Registration Documents (Rights & obligations, uniform risk disclosure document, dos & donts) in vernacular languages(Equities)
| 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 |
Client Registration Documents (Rights & obligations, uniform risk disclosure document, dos & donts) in vernacular languages(Commodities)
| 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 |
