The procedure to start your PMS account 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. Clients should have NRE/NRO account with Axis Bank Ltd only. If client is an existing customer of Axis Bank Ltd, we will provide to the client with NRE & NRO – Extension form. If Re-KYC is due in Axis Bank Ltd, we would require self-attested KYC documents of the client or else all the KYC documents need to be notarised along with self-attestation.
4. Client’s demat account will be opened with Axis Bank Ltd.
5. If all the physical documents are proper and there are no observations/objections/further requirements, bank and demat account shall be opened within 7-10 working days.
6. Client can either transfer funds and/or securities to the minimum of Rs. 50 lacs. 
7. Bank details for transferring funds shall be provided to the client once the bank account is opened.
8. In case, client is transferring listed and liquid securities into their demat account with KRIIS from the demat account (which is in client’s name only), the following steps/actions shall be taken:
   • We will share a Client Master List which shall be forwarded by the client to their broker and securities be transferred.
   • We will need the following documents for our accounting and proper presentation of future reports:
     • Original Copy of No Objection Certificate (NOC)/Letter from Previous Bank with Stamp and Signature.
     • Original Copy of Latest Holding Statement from Previous Bank (containing balance quantity, Purchase Date and Purchase Value/Purchase Rate per share) with Stamp and Signature.
     • Latest Demat holding Statement
9. Once we receive the funds and/or securities, the same shall be confirmed on client’s registered email address.
10. Congratulations…! Client account is activated.
11. After the account is activated, signed copy of all the documents will be delivered at client’s registered address.