Forms
Don’t have the time to call or prefer doing things on your own?
Don’t worry! All you have to do is quickly download a form as per your requirement, fill in the required details, and submit it to our registered office at
| Sr. no. | Forms | Purpose of the Form | ||
|---|---|---|---|---|
| 1 | Common updation format/KRA-KYC, Individual | For updating or changing your contact details like contact number, address email id etc. , Also, for updating KYC for Mutual funds same form is applicable. | ||
| a. | KRA Modification format – Individual | For Individual Clients |  |
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| b. | KRA Modification format – Non-Individual | For Non -Individual Clients (HUF, Partnership, LLP, Corporate bodies, Trust, etc.) | |
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| 2 | Name Change Request Form | For name change (after marriage, other reasons) | |
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| 3 | Multiple Nomination Form | For updating nominee details in your Demat account and Trading account | |
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| 4 | Authority Letter | For allowing close relatives to trade on clients behalf | |
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| 5 | Equity/Currency Derivative Activation | For updating F&O and CDS segment | ||
| a. | Activation of Additional Segment and Exchange Individual | For requesting activation of an additional derivative segment | |
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| b. | Debit Authorization Form | For authorizing Kotak to debit currency derivative segment activation charges (CDS only) | |
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| c. | Running Account Authorization Letter | For selecting SEBI payout frequency from your trading account | |
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| d. | Self Declaration of Financial Details(Individual) | For declaring your financial details and your net worth | |
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| e. | Self Declaration of Financial Details(Non-Individual) | For declaring your financial details and your net worth | |
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| f. | Tariff Sheet | For mentioning brokerage rates for the new segment | |
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| 6 | Running Account Authorization Form | For selecting SEBI payout frequency from your trading account | |
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| 7 | Common Ac Closing -Individual-Resident | For closing your Individual-Resident | |
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| 8 | Common Ac Closing -Individual-NRI | For closing your Individual-NRI Account | |
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| 9 | Common Ac Closing -Non-Individual | For closing your Non-Individual Account | |
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| 10 | PAN updation form | For updating or changing the pan card number in your Trading and DP account | |
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| 11 | Margin Trading Facility (MTF) Activation with Multiple email / mobile updation | For availing Margin Trading Facility along with Multiple email/mobile updation | |
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| 12 | Margin Trading Facility ( MTF) Activation | For availing Margin Trading Facility | |
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Others
| a. | Name change/Mismatch Self-Declaration Form | For declaring validity despite your name being spelt differently in different documental proofs | |
| b. | Form for Signature Change - with Photo | For updating new signature in Demat and Trading accounts | |
| c. | Transposition Form | For changing the order of names registered in Demat accounts | |
| d. | Senior Citizen Form | For senior citizens to apply for an account | |
| e. | Conversion Form from Offline to Online Trading A/C | For converting Offline Trading account to Online Trading Account | |
| f. | Conversion Form from Online to Offline Trading A/C | For converting Online Trading account to Offline Trading Account | |
| g. | FATCA Declaration Form for Individual (Editable version) | For FATCA /CRS Declaration of Individual Accounts | |
| h. | FATCA Declaration Form for Individual | For FATCA /CRS Declaration of Individual Accounts | |
| i. | FATCA Declaration Form for Non Individual | For FATCA /CRS Declaration of Non-Individual Accounts | |
| j. | FATCA Declaration Form for Non Individual | For FATCA /CRS Declaration of Non-Individual Accounts |  |
| k. | GST updation for Individual | For updating Goods & Services Tax Index Number (GSTIN) details | |
| l. | GST updation for Non-Individual | For updating Goods & Services Tax Index Number (GSTIN) details | |
| m. | GST Eligibility Criteria | For updating Goods & Services Tax Index Number (GSTIN) details | |
n. | Relationship Updation Format - Individual | For updating Relationship in your Trading and Demat account | |
| o. | Relationship Updation Format - Non Individual | For updating Relationship in your Trading and Demat account | |
Why Demat Account?
- Mandatory by SEBI
- Easy Portfolio Management
- Security of Equity Investments.
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