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CSR Activities
EQUITY F&O SEGMENT
A/C Opening-Trading
Member Clients' Bank A/C
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DEPOSITORY-CDSL
www.cdsl.com
easi/easiest
DP Account Opening
DP Contacts
BUSINESS ASSOCIATES
NSE AP (Associate Person)
BSE AP (Associate Person)
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DEMAT
DEMAT FORM
SARAL AOF along with Annexure 2.8
KYC
CKYC
INDIVIDUAL
NON-INDIVIDUAL
NON-INDIVIDUAL-ANNEXURE
KRA
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NON-INDIVIDUAL
FATCA
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Tariff Structure
Mumbai
Guwahati
NOMINATION FORM
TRADING
TRADING KYC FORM
Individual Trading KYC FORM
Non-Individual Trading KYC FORM
TRADING KYC RELATED FORMATS
Trading Modification Form
Aadhaar Consent
Authority Letter
Board Resolution for Authorized Person
Corporate Board Resolution
Declaration of HUF
FEMA DECLARATION
SELF DECLARED NETWORTH
Trading Closure format - Intimation of Demise
TRADING PREFERENCES
MITC Declaration
FORMAT OF BOARD RESOLUTION FOR CLOSURE OF TRADING ACCOUNT OF CORPORATES
Separate Email id and Mob No. Declaration
KYC
CKYC
INDIVIDUAL
NON-INDIVIDUAL
NON-INDIVIDUAL-ANNEXURE
KRA
INDIVIDUAL
NON-INDIVIDUAL
FATCA
INDIVIDUAL
NON-INDIVIDUAL
NOMINATION FORM
BROKER'S POLICIES AND PROCEDURES ( forming part of KYC) 2026
ORGANIZATIONAL POLICIES 2026
ORGANIZATIONAL WRITE UPS 2026
PMLA POLICY JAN 2026
RMS POLICY- Risk Management Policy 2026
INTERNAL CONTROL POLICY 2026
CYBER SECURITY POLICY 2026
CLIENT ACCEPTANCE POLICY 2026
SURVEILLANCE POLICY 2026 - FOR NSE, BSE, MSEL & CDSL
POLICY - PREVENTION OF BUSINESS DISRUPTION DUE TO TECHNICAL GLITCHES 2026
Policy on Sexual Harassment of Women at Workplace
POLICY - RESEARCH ANALYST
Internal Policies and Procedures
ORGANIZATIONAL POLICIES 2026
PMLA POLICY 2026
CYBER SECURITY POLICY 2026
Standard Disclosures
Policy for personal dealing and insider trading for research staff
Disclosure of minimum mandatory terms and conditions to clients & Most Important Terms and Conditions (MITC)
FOR CLIENTS GRIEVANCES & COMPLAINTS
INVESTOR CHARTER
Escalation Matrix - (For Stock Brokers and Depository Participant)
Procedure to File a Complaint on SEBI SCORES
Grievance Redressal / Escalation Matrix - (For Research Analyst)
CONTACT US
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Home
Home
About us
About Us
CSR Activities
Equity F&O Segment
A/C Opening-Trading
Member Clients' Bank A/C
Member demat account no for payin
Depository-CDSL
www.cdsl.com
easi/easiest
DP Account Opening
DP Contacts
Business Associates
NSE AP (Associate Person)
BSE AP (Associate Person)
Downloads
DEMAT
DEMAT FORM
SARAL AOF along with Annexure 2.8
KYC
CKYC
INDIVIDUAL
NON-INDIVIDUAL
NON-INDIVIDUAL-ANNEXURE
KRA
INDIVIDUAL
NON-INDIVIDUAL
FATCA
INDIVIDUAL
NON-INDIVIDUAL
Tariff Structure
Mumbai
Guwahati
NOMINATION FORM
TRADING
TRADING KYC FORM
Individual Trading KYC FORM
Non-Individual Trading KYC FORM
TRADING KYC RELATED FORMATS
Trading Modification Form
Aadhaar Consent
Authority Letter
Board Resolution for Authorized Person
Corporate Board Resolution
Declaration of HUF
FEMA DECLARATION
SELF DECLARED NETWORTH
Trading Closure format - Intimation of Demise
TRADING PREFERENCES
MITC Declaration
FORMAT OF BOARD RESOLUTION FOR CLOSURE OF TRADING ACCOUNT OF CORPORATES
Separate Email id and Mob No. Declaration
KYC
CKYC
INDIVIDUAL
NON-INDIVIDUAL
NON-INDIVIDUAL-ANNEXURE
KRA
INDIVIDUAL
NON-INDIVIDUAL
FATCA
INDIVIDUAL
NON-INDIVIDUAL
NOMINATION FORM
BROKER'S POLICIES AND PROCEDURES ( forming part of KYC) 2025
ORGANIZATIONAL POLICIES 2025
ORGANIZATIONAL WRITE UPS 2025
PMLA POLICY JAN 2025
RMS POLICY- Risk Management Policy 2025
INTERNAL CONTROL POLICY
CYBER SECURITY POLICY 2025
CLIENT ACCEPTANCE POLICY 2025
SURVEILLANCE POLICY 2025 - FOR NSE, BSE, MSEL & CDSL
Policy on Sexual Harassment of Women at Workplace
POLICY - RESEARCH ANALYST
Business Plan along with Proposed Research Analyst services
Internal Policies and Procedures
Standard Disclosures
Policy for personal dealing and insider trading for research staff
For Clients Grievances & Complaints
INVESTOR CHARTER
Escalation Matrix - (For Stock Brokers and Depository Participant)
Procedure to File a Complaint on SEBI SCORES
Grievance Redressal / Escalation Matrix - (For Research Analyst)
Contact Us
Contact Us
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