Name
Client Code
Aadhar No.
Pan No.
Gender
DOB
Occupation

BA DETAILS

Name
Mobile No.
Phone No.

Signature Modification

Are You Sure You Want To Update Signature ?

CONTACT DETAILS EDIT

Mobile No.
Email ID
Phone No.
Mode of Recieving Contract Note

FATCA DetailsEDIT

Marital Status
Source Of Wealth(Occupation)
PEP (Politicaly Exposed)
Country of Birth
Tax Residency Other Than India

DP DETAILS

Account Status
Account Type
Preferred Client ID
Emaill ID
Mobile No.
Account Opening Date
Depository
DP Name
Preferred DP ID
Client ID
Client ID
Login ID
Client Name
DP Name *
Preferred DP ID *
Client ID *
Upload Document
Details of Client Name
Address of Client
PAN NO
UID NO
Email ID
Contact No
Are You Sure You Want to add New DP ?

FIRST HOLDER

Client Name
Father/Husband
POA Status
Date Of Birth
Pan No.

DP AMC DETAILS

Client ID
Tariff Plan
Total Due
Due Date
Client Name
Father/Husband
POA Status
Date Of Birth
Pan No.
Client Name
Father/Husband
POA Status
Date Of Birth
Pan No.

ADDRESS EDIT

Permanent Address:
Correspondence Address:

TRADING BANK DETAILS(Default Bank) Edit

Add Bank
Bank Name
Account No.
IFSC Code
Branch

Bank Associate with us

Bank Name
Account No.
IFSC Code
Branch
Bank Name
Account No
IFSC Code
Add Mandate
ECS MANDATE
E-STATEMENT
Name
Father/Husband
POA Status
Date Of Birth
Pan No.

MY TRADING

Trading Preference
DP Tariff
BA Name
Notification No. -
Account Status
Trading Status
Future 1st Leg
Future 2nd Leg
Index Option Per Lot
Stock Option Per Lot
Account Status
Trading Status

EQUITY SEGMENT

Account Status
Trading Status
Delivery Brokerage
Intraday Brokerage 1
Intraday Brokerage 2
Account Status
Trading Status
Future 1st Leg
Future 2nd Leg
Index Option Per Lot
Stock Option Per Lot


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