Mutual Funds

"A Better way of Investment"

EXISTING CLIENT
NEW CLIENT REGISTRATION

Basic Details

PAN Card No.

Date of Birth

Name as per PAN/CVL KRA

Tax Status

Occupation

Citizenship

Gender

E-mail ID

Email Relation

Mobile Number

Mobile Relation

Address - House/Flat No./Building

Street Name

Landmark

Locality/Area

Pin Code

City

State

Product Highlights:

- Easy online transactions for hassle free investments in Mutual Funds - Transact (i.e Lumpsum/SIP/Switch/Redeem/STP/SWP) from a single platform - No separate KYC required once KYC compliant - A variety of schemes from across Mutual Funds - No Demat Account required

Bank Details

Account No.

Account Type

IFSC Code

Bank Name

Branch Name

Nominee Details

No Nomination

Nominee Name

Nominee Date of Birth

Percentage

Relationship

Fatca Details

Place of Birth

Income Range

PEP

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Anand Rathi Share and Stock Brokers Ltd. | Registered Office: Regd. Office: Express Zone, 10th Floor, A Wing, Western Express Highway, Goregaon (E), Mumbai - 400 063, Maharashtra. Tel: (022) 6281 7000. AMFI-Registered Mutual Fund Distributor: ARN-4478.| Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.