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Procedure for opening an account (Trading/Demat)

  • Contact our office and have a preliminary discussion with the concerned official about account opening and determine whether both of us agree in principle to open an account.

  • Collect the account opening kit.

  • Fill up all the requisite details and cross-out unnecessary fields.

  • Paste photo/s as required and attach requisite documents/documentary proofs (self-attested).

  • Put the signature in the required manner at all the appropriate places.

  • Send the complete set, duly filled-in and signed along with all the requisite documents and fees/charges (if any) to our office.

  • Once all the required details are received, verified and found in order, we will process and complete the regulatory formalities and finally allot and inform you about Unique Client Code (UCC) for trading account and/or BO ID for demat account.

  • On receipt of UCC/BO ID and after complying with the necessary pre-transaction requirements, you may start your transaction.

  • Contact our office in case of any query/doubt/clarification or for any other assistance.

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