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Forms and Formats
KYC Form - Individual
KYC Form - Non-Individual
DDPI - Demat Debit and Pledge Instruction
POA - Addendum
Modification Form (Demat & Trading)
Nomination Form
Online Trading (IBT) Form
Segment Authorisation Form
FATCA/CRS Declaration Form (For Individuals)
FATCA/CRS Declaration Form (For Non-Individuals)
Tariff Sheet - Trading
Tariff Sheet - Demat
MTF Consent Form
Branch Shifting Form
Income Updation Form
FORM 40 - Change of name of Karta
FEMA Declaration
Account Closure Form
Early Pay In Block Mechanism Annexure
Off Market Sale Annexure
Requisition Slip to Issue New DIS Book
Off Market Transfer reason codes
Account Freeze / Unfreeze Form
Dematerialisation cum Transposition
Dematerialisation cum Transmission
Authority Letter to Handover Share Certificates
Mutual Fund Conversion Form
Mutual Fund Re-Conversion Form
Mutual Fund Redemption_Repurchase Form
CTCL form
Opt-out_Trading Preference Form
Important Guidelines
Policies and Procedures - Equity
Policies and Procedures - Commodity
PMLA Policy
Risk Management Policy
Policy for Inactive / Dormant Clients
Password Policy
Policy for Freezing Online Access of Trading Account
Most Important Terms & Conditions (MITC)
SOP - Centralised reporting of the demise of an investor
Rights of Investor
Responsibilities of Investor
Do's and Don’ts
Code of Conduct
E-Account, BSDA, Transposition cum Dematerialisation
Online Execution of Instructions, Linkages with clearing System
Approved Securities List
Apr-2025 - Approved Securities List (Margin)
Apr-2025 - Approved Securities List (MTF)
Mar-2025 - Approved Securities List (Margin)
Mar-2025 - Approved Securities List (MTF)
Jan-2025 - Approved Securities List (Margin)
Jan-2025 - Approved Securities List (MTF)
Dec-2024 - Approved Securities List (Margin)
Dec-2024 - Approved Securities List (MTF)
Nov-2024 - Approved Securities List (Margin)
Oct-2024 - Approved Securities List (MTF)
Oct-2024 - Approved Securities List (Margin)
Sept-2024 - Approved Securities List (MTF)
Sept-2024 - Approved Securities List (Margin)
Aug-2024 - Approved Securities List (MTF)
Aug-2024 - Approved Securities List (Margin)
Jul-2024 - Approved Securities List (MTF)
Jul-2024 - Approved Securities List (Margin)
Jun-2024 - Approved Securities List (MTF)
Jun-2024 - Approved Securities List (Margin)
May-2024 - Approved Securities List (MTF)
May-2024 - Approved Securities List (Margin)
Apr-2024 - Approved Securities List (MTF)
Apr-2024 - Approved Securities List (Margin)
Mar-2024 - Approved Securities List (MTF)
Mar-2024 - Approved Securities List (Margin)
Feb-2024 - Approved Securities List (MTF)
Feb-2024 - Approved Securities List (Margin)
Jan-2024 - Approved Securities List (MTF)
Jan-2024 - Approved Securities List (Margin)
Dec-2023 - Approved Securities List (MTF)
Dec-2023 - Approved Securities List (Margin)
Nov-2023 - Approved Securities List (MTF)
Nov-2023 - Approved Securities List (Margin)
Oct-2023 - Approved Securities List (MTF)
Oct-2023 - Approved Securities List (Margin)
Sept-2023 - Approved Securities List (MTF)
Sept-2023 - Approved Securities List (Margin)
Aug-2023 - Approved Securities List (MTF)
Aug-2023 - Approved Securities List (Margin)
July-2023 - Approved Securities List (MTF)
July-2023 - Approved Securities List (Margin)
Jun-2023 - Approved Securities List (MTF)
Jun-2023 - Approved Securities List (Margin)
May-2023
Apr-2023
Mar-2023
Feb-2023
Jan-2023
Dec-2022
Nov-2022
Oct-2022
Sept-2022
Aug-2022
July-2022
Jun-2022
May-2022
Apr-2022
Mar-2022
Feb-2022
Jan-2022
Dec-2021
Settlement Calendar
CM_Apr-25
CM_Mar-25
CM_Feb-25
CM_Jan-25
CM_Dec-2024
CM_Oct-2024
CM_Sep-2024
CM_Aug-2024
CM_Jul-2024
CM_Jun-2024
CM_May-2024
CM_Apr-2024
CM_Mar-2024
CM_Feb-2024
CM_Jan-2024
CM_Dec-2023
CM_Nov-2023
CM_Oct-2023
CM_Sep-2023
CM_Aug-2023
CM_July-2023
CM_June-2023
CM_May-2023
CM_April-2023
CM_March-2023
CM_Feb-2023
CM_Nov-2024
Client Registration Kit
Client Registration Form
KYC - Client Copy
Client Registration Documents (Rights & Obligation, RDD,DOS & Donts) In Vernacular Languages [ NSE ] [ BSE ] [ MCX ]
Account opening procedure
IT Helpdesk
MoneyMaker User Manual
SQL Compact 3.5 for 64 bit OS
SQL Compact 3.5 for 32 bit OS
MoneyMaker Chart Setup
MoneyMaker Installation Guide
CTCL Version
SOLO
Pre Requisites
MoneyMaker User Guide
Commodity CTCL