Account Opening Procedure

The procedure to start PMS account for Resident clients (Individual, Joint Account and HUF) is as follows:

  1. Our Client relationship officer will connect with the Client to elaborate the process and provide the requisite documents which are to be filled and submitted.
  2. After submission of necessary details & signed documents, we will acknowledge the receipt of the documents and initiate the account opening process.
  3. If all the physical documents are proper and there are no observations/objections/further requirements, demat account shall be opened within 3-4 working days.
  4. Client can either transfer funds and/or securities to the minimum of Rs. 50 lacs. 
  5. In case, client is transferring funds, following are the bank details of pool account: 

    Bank Name              : Axis Bank Ltd
    Bank Branch            :  Worli Naka Branch
    Account Name       :    Kriis Portfolio Private Limited – Kriis Multicap Advantage Strategy
    Account Type        :  Current  Account
    Account Number   :  923020008392765
    IFSC Code                :     UTIB0000653
    MICR code              :     400211054  

  6. In case, client is transferring listed and liquid securities into their demat account with KRIIS from the demat account (which is in the client’s name only), the following steps/actions shall be taken:
    -We will share Client Master List which shall be forwarded by the client to their broker and securities be transferred.
  7. Once we receive the funds and/or securities, the same shall be confirmed on client’s registered email address.
  8. Congratulations…! Client account is activated.
  9. After the account is activated, signed copy of all the documents will be delivered at client’s registered address.
  10.  

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