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Document & Compliance Requirement

Below are the list of documents & compliance you required for investing your money in mutual funds through our platform.

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List of Document
1. Cancelled cheque/bank statement

Cancelled cheque / bank statement along with company name printed on it by the bank and the attachment should be
in .pdf format below details mentioned.

  • Account Holder Name
  • Account No.
  • IFSC Code
  • Branch Name
  • Bank Name
2. HUF PAN COPY

Note: Attachment should be in .pdf format

1. Cancelled cheque/bank statement

Cancelled cheque / bank statement along with company name printed on it by the bank and the attachment should be
in .pdf format below details mentioned.

  • Account Holder Name
  • Account No.
  • IFSC Code
  • Branch Name
  • Bank Name
2. PAN copy of Partner Ship Firm

Note: Attachment should be in .pdf format

3. Partnership Deed Copy

Note: Attachment should be in .pdf format

1. Cancelled cheque/bank statement

Cancelled cheque / bank statement along with company name printed on it by the bank and the attachment should be
in .pdf format below details mentioned.

  • Account Holder Name
  • Account No.
  • IFSC Code
  • Branch Name
  • Bank Name
2. Board Of Resolution

Note: Attachment should be in .pdf format

3. Authorised Signatory List

Note: Attachment should be in .pdf format