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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
ABS New Client
Central KYC Registery (CKYC form for Individual)
Annexure 2 to AMFI BP Cir no.68-Supplementary CKYC Form
Other mandatory documents â€“ Vernacular Languages (BSE)
Policies and Procedures
Annexure A for MITC
SARAL AOF

(Invest+ Form) ACCOUNT OPENING FORM Individual
Other mandatory documents
Annexure 1 to AMFI BP Cir no.68-CKYC KRA KYC Form
Bank connect
Other mandatory documents â€“ Vernacular Languages (NSE)
(Invest+ Form) ACCOUNT OPENING FORM Non-Individual
Offline MTF Form with Terms

ACCOUNT DETAILS ADDITION / MODIFICATION / DELETION REQUEST FORM

FATCA (Individual)
FATCA (NON INDIVIDUAL)
HUF declaration
Nomination form
Declaration For Opt Out Of Nomination Form
MF KYC FORM
Client Shift BA To BA
Running Account Authority Letter
Modification of Mode of Operation
Minor Correction in the name of Individual Demat Account Holder

Segment Addition Modification Form
Common Email Mobile number declaration Form
CTCL request form-NEW
Basic Service Demat Account (BSDA)
Client Shifting Online To Offline
Client Shifting Offline To Online
Financial Derivative Details
Addition_Modification_Deletion-Request-Form
Signature Modification

DEPOSITORY RELATED

Beneficiary Addition Form For Off Market Transfers
Pledge Request Form (PRF)
Remat Request
Transmission Form Sole Account Holder
Transmission Form Joint Account Holder
Transposition Request Form
CDSL SMS Registration
DIS Request Form

Demat Debit and Pledge Instruction (DDPI)
Repurchase Form
CDSL Freeze Unfreeze Form
CDSL SMS Cancellation
MF- Demat Format
Dematerialization Request Form
Unpledge Request Form (URF)

ACCOUNT CLOSURE REQUEST FORM

Account Closure Request Form

CONSENT FORM

Consent Form For Fetching KRA Records

Documentation Requirement for Transmission of Securities

The threshold for Quick Transmission Processing and simplified documentation shall be as follows:

Type Of Holding	Claims Threshold Under Quick Transmission Processing (QTP) (₹ In Thousands)	Claims Threshold Under Simplified Documentation (₹ In Lakhs)
Securities in physical mode	10	10
Securities in dematerialised mode	30	30

Documentation Requirement for Transmission of Securities Transmission Request Form (For transmission other than Quick Transmission Processing) Transmission Request Form-cum-Undertaking for Quick Transmission Processing (Where no nominee is registered) Affidavit-cum-No objection declaration (where no nominee is registered) Bond of Indemnity (where no nominee is registered) SEBI Circular dated July 23, 2026 on Ease of Doing Investment and Ease of Doing Business - Simplification and standardisation of the framework for transmission of securities

BSE Physical Form

Account Forms

Common Transaction Form

CAMS Common Mandate
ACMIIL Mandate

Karvy Common Mandate
Common Transaction Form

BAJAJ FIXED DEPOSIT FORM

BAJAJ FD 15G FORM
BAJAJ FD 15H FORM
BAJAJ FD Form

BAJAJ FD RENEWAL FORM
BAJAJ FD KYC FORM

HDFC FIXED DEPOSIT FORM

HDFC FD FORM

HDFC FD KYC FORM

ICICI FIXED DEPOSIT FORM

ICICI FD 15G FORM
ICICI FD 15H FORM

ICICI FD Checklist
ICICI FD Form

LIC FIXED DEPOSIT FORM

LIC FD 15G FORM
LIC FD 15H FORM

LIC HFC FD FORM

MAHINDRA FIXED DEPOSIT FORM

Mahindra Invest fd 15G Form
Mahindra Invest FD 15H Form

Mahindra Invest FD Form

PNB FIXED DEPOSIT FORM

PNB FD 15G Form
PNB FD 15H Form

PNB FD Form

SHRIRAM FIXED DEPOSIT FORM

Shriram Unnathi FD 15G Form
Shriram Unnathi fd 15H From

Shriram Unnathi FD Form

NPS

NPS subscriber registration form

IPO

Demo Application Form

Tata Mutual Fund

Auto Debit Form
Tata Comm Transaction form

Common application form

Principal mutual Fund

Common Application form
Common transaction form

Sip auto debit form

Nippon India mutual fund

Nippon SIP Application Form
Nippon Common Transaction Slip

Nippon Common Application Form

SBI Mutual Fund

Common application form
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

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

IDBI MUtual Fund

Common application form
Common Transaction Form

Sip Auto Debit Form

IDFC Mutual Fund

Auto Debit Form
Common Application form

Common Transaction

HDFC Mutual Fund

Common Application Form
HDFC Common Transaction Form

SIP Auto Debit Form

HSBC Mutul Fund

Common Application Form

Sip Auto Debit Form

ICICI Mutual Fund

Common Application Form
Common transaction form

Sip Auto Debit Form

DSP Mutual Fund

Common Application Form
Common transaction form

SIP Auto Debit Form

Edelweiss Mutual Fund

Common Application Form
Common Transaction Form

SIP Auto Debit Form

Axis Mutual Fund

Common Application Form

SIP Auto Debit 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

BOI Mutual Fund

Common Application Form
Common Transaction Form

SIP Auto Debit Form

DHFL Mutual Fund

Common Application Form
Common Transaction Form

SIP Auto Debit Form

SEBI Circulars

Revised Policies & Procedures - welcome kit

SEBI Most Important Terms and Conditions (MITC) Circular

Policies

Dormant Client Policy
Policy on Surveillance alerts
Voluntary Account Policy
Surveillance Policy
Policy on Good Till CancelledGood Till Triggered orders

Risk Management Policy
Limit Setting Policy
PMLA Policy
Policy for Common Email & Mobile
CUSPA Policy

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

ACCOUNT OPENING FORM

ACCOUNT DETAILS ADDITION / MODIFICATION / DELETION REQUEST FORM

DEPOSITORY RELATED

ACCOUNT CLOSURE REQUEST FORM

CONSENT FORM

BSE Physical Form

Common Transaction Form

BAJAJ FIXED DEPOSIT FORM

HDFC FIXED DEPOSIT FORM

ICICI FIXED DEPOSIT FORM

LIC FIXED DEPOSIT FORM

MAHINDRA FIXED DEPOSIT FORM

PNB FIXED DEPOSIT FORM

SHRIRAM FIXED DEPOSIT FORM

NPS

IPO

Tata Mutual Fund

Principal mutual Fund

Nippon India mutual fund

SBI Mutual Fund

Kotak Mutual Fund

L&T Mutual Fund

LIC Mutual Fund

Mirae Asset Mutual Fund

IDBI MUtual Fund

IDFC Mutual Fund

HDFC Mutual Fund

HSBC Mutul Fund

ICICI Mutual Fund

DSP Mutual Fund

Edelweiss Mutual Fund

Axis Mutual Fund

Birla Mutual Fund

BNP Mutual Fund

BOI Mutual Fund

DHFL Mutual Fund

SEBI Circulars

Policies

INVESTMENTZ MOBILE APP

Marketing Collateral

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