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

BA DETAILS

BA Code
Name
Mobile No.
Phone No.

Signature Modification

Are You Sure You Want To Update Signature ?

CONTACT DETAILS

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

FATCA Details

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

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
Punched By
Login ID
Client Name
DP Name *
Depository 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

Permanent Address:
Correspondence Address:

UPI ID Details

TRADING BANK DETAILS(Default 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    Live Bank list accepts E-mandate    User Guide

Mandate Status
Account No
Mandate Type
Mandate Amount
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
Account Status
Trading Status
Future 1st Leg
Future 2nd Leg
Index Option Per Lot
Stock Option Per Lot


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