COMMITTED TO PROVIDING ONE OF THE HIGHEST LEVELS OF SERVICE SINCE 1987

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

ACCOUNT DETAILS ADDITION / MODIFICATION / DELETION REQUEST FORM

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

DEPOSITORY RELATED

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

ACCOUNT CLOSURE REQUEST FORM

Account Closure Request Form

Bonds & NCD Forms

REC 54EC bond
PFC 54 EC
NHAI bond

BSE Physical Form

Account Forms
ACMIIL FATCA

Common Transaction Form

Common Transaction Slip
CAMS Common Mandate
ACMIIL Mandate
Karvy Common Mandate

Fixed Deposit Forms

BAJAJ Deposits Individual - Regular
HDFC Deposits Individual - Regular
Mahindra Deposits Individual - Regular
kerala transport Deposits Individual - Regular
HDFC FD KYC Form
PNB Deposits Individual - Regular
Shriram Deposits Individual - Regular
LIC Deposits Individual - Regular

FD Interest Rate

FD Interest Rate

15G & 15H

15 G Form
15 H Form

FMP

UTI Fixed Term Income Fund - Series XXVII-VII 1104

NPS

NPS subscriber registration form

IPO

Demo Application Form

Sundarm Mutual Fund

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

Tata Mutual Fund

Auto Debit Form
Tata Comm Transaction form
Common application form
SIP Cancellation form

Taurus Mutual Fund

Common Application Form
Sip auto debit
Common Transaction Form

UTI Mutual Fund

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

Motilal Osswal Mutual Fund

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

Principal mutual Fund

Application form_oct15
Common transaction forms nov 17
Sip auto debit form
Sip stp swp cancellation form

Reliance Mutual Fund

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

Sahara Mutual Fund

Common Application Form
Sahara Common Transaction Form
Sip Auto Debit Form

SBI Mutual Fund

Cancellation form
Common application form
Common transaction form
SIP auto debit form

JM FInancial Mutual Fund

Common Application Form
JM Common Transaction Form
SIP Auto Debit Form

Kotak Mutual Fund

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

L&T Mutual Fund

Common Application Form
Common Transaction Form
SIP Auto Debit Form
L&T SIP Cancellation form

LIC Mutual Fund

Common Application Form
Common Transaction Form
SIP Auto Debit Form

Mirae Asset Mutual Fund

Common Application Form
Common Transaction Form
SIP Auto Debit Form
MIRAE ASSET SIP Cancellation form

IDBI MUtual Fund

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

IDFC Mutaul Fund

Auto Debit Form
Common Application form
Common Transaction
IDFC MF SIP Cancellation form

IIFL Mutual Fund

Common Application Form
Common Transaction Form
SIP Auto Debit Form

Indiabulls Mutual Fund

Common Application Form
Indiabulls Comm Transaction Form
SIP Auto Debit Form

Invesco Mutual Fund

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

Franklin Mutual Fund

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

HDFC Mutual Fund

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

HSBC Mutul Fund

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

ICICI Mutual Fund

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

Canara Robecco Mutual Fund

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

DSP Mutual Fund

Common Application Form
Common transaction form
SIP Auto Debit Form
DSP MF SIP Cancellation form

DWS Mutual Fund

Common Application Form
SIP Auto Debit Form

Edelwise Mutual Fund

Common Application Form
Common Transaction Form
SIP Auto Debit Form

ESSEL Mutual Fund

Common Application Form
Common_trans_form
SIP Auto Debit form

Axis Mutual Fund

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

Baroda Mutual Fund

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

Birla Mutual Fund

Common Application Form
Common Transaction Form
SIP Auto Debit Form

BNP Mutual Fund

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

NFO Forms

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

SEBI Circulars

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

Dorment Client Policy

Dorment Client Policy

Investmentz Mobile App

Playstore

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