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

FD Interest Rate

FD Interest Rate download

15G & 15H

15 G Form download
15 H 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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