Downloads

Forms and Formats
CKYC - KRA Form (For Indiviuals)
KYC Form (For Non-Individuals)
Modification Form (Demat & Trading)
Nomination Form
Form for Change of Name of Karta
Online Trading Application Form
FORM 40 - Change of name of Karta
Client Categorization Form for MCX
Segment Authorisation Form
FATCA/CRS Declaration Form (For Non-Individuals)
FATCA/CRS Declaration Form (For Individuals)
Branch Shifting Form
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
Tariff Sheet
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
Important Guidelines
Policies and Procedures - Equity
Policies and Procedures - Commodity
PMLA Policy
Risk Management Policy
Policy for Inactive / Dormant Clients
Rights of Investor
Responsibilities of Investor
Do's and Don’ts
E-Account, BSDA, Transposition cum Dematerialisation
Online Execution of Instructions, Linkages with clearing System
Approved Securities List
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
Client Registration Kit
Client Registration Form
KYC - Client Copy
Client Registration Documents (Rights & Obligation, RDD,DOS & Donts) In Vernacular Languages [ NSE ] [ BSE ] [ MCX ]
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