Visit our office or call us at +91-9422 430 302 for
documents related to investing

Home » Downloads

We have collected all the major and important forms related to Mutual Funds, Income Tax, PAN, KYC, etc. for your need in one place so that you don't have to hassle around the whole web for the same.

Sr No. Name Particular Form
1 CAN Registration Form (For Individuals) 
Required Documents - KYC, Self Attested Copies of PAN Card and Aadhaar Card or any residential proof.
          KYC (if not done, download KYC Form for Individual, affix your latest photo and make cross signature on photo and 2nd signature on page No.2 at the square provided for           signature) Attach self attested Copies of PAN Card and Aadhaar Card or any residential proof.
2 PayEezz 
One Time Bank Mandate Registration Form 
3  CTF - SIP Form
N/A
4 CTF - Purchase Form for lumpsum investment
N/A
5 CTF - STP Form
 (Lumpsum in Liquid Fund and STP to Equity Scheme)

 

MT Forms Online

SL No Documentation required If, Yes If, No
1
KYC
Check status here
Proceed to Step 2
(Fill the IIN form)
Download form
  • Attach required documents
  • Self attest all documents
  • Sign on the form
  • Call us at: +91-9422 430 302 , +91-2355251089 for collection
OR
OR
2 IIN form (This is one time
registration form for
online transaction)
Proceed to our
Login section and start
investing
  • Attach a cancelled cheque
  • Sign the form
  • Send us the scanned copy at:
  • OR
    Call to connect at: +91-9422 430 302 , +91-2355251089

MT Forms Offline

Investment in mutual funds at your ease in any fund house of your choice shown below. We have gathered all the common, STP, SIP forms with ARN and EUIN code attached so that you can track all your investment with us.

Income Tax Forms

We have collected all the forms related to Income tax at one place, according to your needs to get relief from tax from Investment, property, etc; for your ease and to save time so that you don't have to hassle around to find each of them throughout the site.

KYC Forms

Know your customer (KYC) is the process of a business verifying the identity of its clients. Know your customer processes are also employed by companies of all sizes for the purpose of ensuring their proposed agents, consultants, or distributors are antibribery compliant.

# Document Type Link
1 Central KYC
2 KYC Non-Individual Form
3 Annexure KYC Non-Individual Form

FATCA/UBO Forms

Permanent Account Number (PAN) is a code that acts as identification of Indians, especially those who pay Income Tax. It is a unique, 10-character alpha-numeric identifier, issued to all judicial entities identifiable under the Indian Income Tax Act 1961.

# Document Type Link
1 FATCA Individual Forms
2 FATCA Corporate Forms
3 UBO Forms

Download Challan Forms

PAN Forms

Permanent Account Number (PAN) is a code that acts as identification of Indians, especially those who pay Income Tax. It is a unique, 10-character alpha-numeric identifier, issued to all judicial entities identifiable under the Indian Income Tax Act 1961.

# Document Type Link
1 PAN 49A New Form
2 PAN Change Form

Miscellaneous Downloads

We gathered all the forms and documents related to financial education, investments and disclosure here at single place

1. Test.txt

(right click the file and click Save Target As) to save the file

TOP