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At Investmentz.com, we make sure that we cater to all the needs of an investor. For an investor who is not comfortable with the online mode of investment, we have another feasible alternative. The investor can download forms in the offline mode and thereby invest with ease in the investment product of their choice. One can find forms ranging from account forms which comprises of all the account related transactions, to various other investment related forms like IPO, Bonds, FDs, NFOs, Mutual Funds etc which are made available on the website to ensure that the investor can carry out their investments with ease. All that one needs to do is download the required form, fill it and courier it to us directly, while we do the rest!

ACCOUNT OPENING FORM

CKYC & KRA KYC Combined - Individual download
ABS New Client download
Central KYC Registery (CKYC form for Individual) download
Annexure 2 to AMFI BP Cir no.68-Supplementary CKYC Form download
Other mandatory documents – Vernacular Languages (BSE) download
Invest+ Form download
Other mandatory documents download
Annexure 1 to AMFI BP Cir no.68-CKYC KRA KYC Form download
Bank connect download
Other mandatory documents – Vernacular Languages (NSE) download

ACCOUNT DETAILS ADDITION / MODIFICATION / DELETION REQUEST FORM

Account Details Addition / Modification / Deletion Request Form download
MF KYC FORM download
Client Shift BA To BA download
Running Account Authority Letter download
Client Shifting Online To Offline download
Client Shifting Offline To Online download
Financial Derivative Details download

DEPOSITORY RELATED

Nomination Form download
Pledge Request Form (PRF) download
Remat Request download
Transmission Request Form (Death Of Joint Holder) download
Transposition Request Form download
CDSL SMS Registration download
DIS Request Form download
DP Change Request download
Depository Charges for the Calendar year 2018 download
Power Of Attorney (POA) download
Repurchase Form download
Transmission Request Form (Death Of Sole Holder) download
CDSL Freeze Unfreeze Form download
CDSL SMS Cancellation download
MF- Demat Format download

ACCOUNT CLOSURE REQUEST FORM

Account Closure Request Form download

Bonds & NCD Forms

REC 54EC bond download
PFC 54 EC download
NHAI bond download

BSE Physical Form

Account Forms download
ACMIIL FATCA download

Common Transaction Form

Common Transaction Slip download
CAMS Common Mandate download
ACMIIL Mandate download
Karvy Common Mandate download

FIXED DEPOSIT FORMS

Bajaj FD application form download
HDFC FD application form download
KerlaTransport FD application form download
LIC FD application form download
Mahindra FD application form download
PNB FD application Form download
Shriram FD application form download

FMP

UTI Fixed Term Income Fund - Series XXVII-VII 1104 download

NPS

NPS subscriber registration form download

IPO

Demo Application Form download

Sundarm Mutual Fund

Common Application Form download
SIP Cancellation Form download
SIP Auto Debit Form download
Common Transaction form download

Tata Mutual Fund

Auto Debit Form download
Tata Comm Transaction form download
Common application form download

Taurus Mutual Fund

Common Application Form download
Sip auto debit download
Common Transaction Form download

UTI Mutual Fund

Common Application Form download
SIP Auto Debit FOrm download
COMMON TRANSACTION FORM download
COMMON TRANSACTION FORM2 download

Motilal Osswal Mutual Fund

Common transaction Form download
SIP AUTO DEBIT FORM download
COMMON APPLICATION FORM download
MOTILAL OSWAL SIP Cancellation form download

Principal mutual Fund

Common Application form download
Common transaction form download
Sip auto debit form download

Reliance Mutual Fund

Common Application Form download
Common Transaction Form download
SIP Auto Debit form download
RELIANCE SIP Cancellation form download

Sahara Mutual Fund

Common Application Form download
Sahara Common Transaction Form download
Sip Auto Debit Form download

SBI Mutual Fund

Common application form download
Common transaction form download
SIP auto debit form download

JM FInancial Mutual Fund

Common Application Form download
JM Common Transaction Form download
SIP Auto Debit Form download

Kotak Mutual Fund

Common Application Form download
Kotak MF Common Transaction Form download
SIP Auto Debit Form download

L&T Mutual Fund

Common Application Form download
Common Transaction Form download
SIP Auto Debit Form download

LIC Mutual Fund

Common Application Form download
Common Transaction Form download
SIP Auto Debit Form download

Mirae Asset Mutual Fund

Common Application Form download
Common Transaction Form download
SIP Auto Debit Form download

IDBI MUtual Fund

Common application form download
Common Transaction Form download
Sip Auto Debit Form download

IDFC Mutaul Fund

Auto Debit Form download
Common Application form download
Common Transaction download

IIFL Mutual Fund

Common Application Form download
Common Transaction Form download
SIP Auto Debit Form download

Indiabulls Mutual Fund

Common Application Form download
Indiabulls Comm Transaction Form download
SIP Auto Debit Form download

Invesco Mutual Fund

Common application form download
Common Transaction Form download
SIP auto debit form download
INVESCO SIP Cancellation form download

Franklin Mutual Fund

Common Application Form download
Common Transaction Form download
SIP Auto Debit form download
FRANKLIN SIP Cancellation form download

HDFC Mutual Fund

Common Application Form download
HDFC Common Transaction Form download
SIP Auto Debit Form download

HSBC Mutul Fund

Common Application Form download
Sip Auto Debit Form download

ICICI Mutual Fund

Common Application Form download
Common transaction form download
Sip Auto Debit Form download

Canara Robecco Mutual Fund

Common Application Form download
Common transaction form download
Sip Auto Debit Form download
SIP Cancellation Form download

DSP Mutual Fund

Common Application Form download
Common transaction form download
SIP Auto Debit Form download

DWS Mutual Fund

Common Application Form download
SIP Auto Debit Form download

Edelwise Mutual Fund

Common Application Form download
Common Transaction Form download
SIP Auto Debit Form download

ESSEL Mutual Fund

Common Application Form download
Common_trans_form download
SIP Auto Debit form download

Axis Mutual Fund

Common Application Form download
Common Transaction Form download
SIP Auto Debit Form download
SIP Cancellation Form download

Baroda Mutual Fund

Common Application Form download
Common Transaction Form download
SIP Auto Debit Form download
SIP Pause Cancellation Form download

Birla Mutual Fund

Common Application Form download
Common Transaction Form download
SIP Auto Debit Form download

BNP Mutual Fund

Common Application Form download
Common Transaction Form download
SIP Auto Debit Form download

BOI Mutual Fund

Common Application Form download
Common Transaction Form download
SIP Auto Debit Form download

DHFL Mutual Fund

Common Application Form download
Common Transaction Form download
SIP Auto Debit Form download

NFO Forms

ICICI Pru Value Fund Series 17 download
Union Capital Pro Ori Fund- Series 8 download
Sundaram LT Micro Cap Tax Adv Fund Series VI download
UTI D A F T F Series V-I 1103 Days download
Sundaram Select Micro Cap - Series XVI download

SEBI Circulars

Derivative Form download
Revised Policies & Procedures - welcome kit download
2. Currency Derivative Form download

Dorment Client Policy

Dorment Client Policy download

Investmentz Mobile App

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Fees and other Financial Terms and Conditions for Investing in Stock Baskets

  • The Client agrees to pay the fees calculated in the manner and on the rates as provided in the Schedule I.
  • The Basket profits or returns would include any dividends, benefits received out of corporate actions.
  • All the costs, fees, charges as per schedule I and expenses of whatsoever nature incurred by us in connection with the acquisition, holding, sale and transfer, in respect of the dematerialised state charges of the Depository Participant, in respect of Securities shall be paid by the Client.
  • A new separate DP account is required for all investors for the basket investments.
  • For new and existing clients, the Demat account will be used only for equity basket and Investor is free to open separate Demat account for self managed investment.
  • During the course of investment, we will invest as close as possible to the basket amount. Some small surplus to be left due to rounding off that amount will be managed /invest/return to the investor as suitable.
  • The stocks in the basket will be as per the discretion of the ACMIIL. These stocks would be reviewed from time to time and the rebalancing, (if any), of the stocks in the basket would be at the discretion of ACMIIL.
  • You are free to exit basket wise or exit from all basket at any point of time. You are not allowed to selectively exit from any stock or add any stock to the basket.
  • In case of a bank mandate, we will need 20% more mandate of the basket amount as the stock price will fluctuate time to time. The amount taken from bank would be actual value of Basket.
  • The Client agrees that in the event of a dispute, the Claims, if any, by the Client cannot exceed the fees paid by the Client for the year for advisory services in Rupee terms.
  • The client agrees that in case of any dispute, the claim and/or disputes will be referred to arbitration as per the Rules, Bye-laws and Regulations of the Stock Exchange where the trade is executed and the circulars/notices issued there under as may be in force from time to time.
  • As a SEBI registered stock broker, we are permitted to act as an adviser. This product is part of our advisory activity.

Schedule I

Fees Structure
Nature of FeesFees
Basket FeesINR 300 per basket + GST (Charged upfront)
Advisory Fees (Second year onwards)2% p.a+ GST (Charged upfront on Basket Value)
Approx Transaction Charges0.13%
Note: In Basket fees and Management Fees, GST will be recovered at the applicable rate.
Transaction charges includes Brokerage, STT, Stock Exchange charges, Stamp duty, SEBI Charges & GST

Fees Structure Example:

Suppose Client A has bought 1 basket for 36 months so he will pay INR 300 per basket as Basket fees for 36 months and from 13th month onwards he will pay Advisory fees for 1st basket as one year ends for the basket. So, after completion of one year the client A has to pay the Basket fees (13th month fresh basket) as well advisory fees (1st basket upfront Advisory fees for second year).

Transaction Charges Includes
HeadsRate
STT (Central Govt)0.1% on Transaction Value
Transaction Charges (Stock Exchange)0.0034% on Transaction Value
Stamp Duty & SEBI Charges0.011% on Transaction Value
GST18% on Transaction Charges.
  • I have understood that Investment in securities market is subject to market risk, read all the related documents carefully before investing. Past performance is not indicative of future performance and future results. The recommendations made by ACMIIL could be those that are based on its own research or on the advice of a SEBI registered Investment Adviser.
  • I have understood the equity basket fees terms and other financial conditions and the clarifications required by me. I understand that the investment in Equity basket is subject to risk associated with equity investments. I have understood the investment process and other aspects of the product.
  • I hereby agree to participate.

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