The procedure to start PMS account for Resident clients (Individual, Joint Account and HUF) is as follows:
First Applicant
1 | Maiden name (if any) |
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2 | Mother name |
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3 | Marital Status |
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4 | City of birth |
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5 | Occupation |
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6 | Gross annual Income p.a for last 3 financial years (Only Amount is required) |
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7 | Networth not older than 1 year (Only Amount and date is required) |
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8 | Email address |
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9 | Contact details |
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In case applicant is a minor, a guardian needs to be appointed.
Following are the details required for a guardian:
1 | Relationship |
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2 | Email address |
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3 | Contact details |
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For a Nominee:
1 | Relationship |
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2 | Email address |
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3 | Contact details |
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In case a nominee is a minor, a guardian needs to be appointed for the nominee.
Following are the details required for a guardian:
1 | Relationship |
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2 | Email address |
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3 | Contact details |
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Second Applicant
1 | Maiden name (if any) |
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2 | Mother name |
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3 | Marital Status |
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4 | City of birth |
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5 | Occupation |
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6
| Gross annual Income p.a for last 3 financial years (Only Amount is required) |
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7 | Networth not older than 1 year (Only Amount and date is required) |
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8 | Email address |
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9 | Contact details |
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1 | Date of commencement of business | |
2 | Nature of business | |
3 | Gross annual Income p.a for last 3 financial years (Only amount is required) | |
4 | Networth not older than 1 year (Only amount and date is required) | |
5 | Email address | |
6 | Contact details | |
7 | Co-parceners details (Name, Relationship, Date of Birth, PAN) |
The procedure to start your PMS account is as follows:
*Please note that in case of a Joint account, above details of both the holders have to be submitted.
KRIIS Portfolio Pvt. Ltd. is a Portfolio Management Company registered with SEBI (No. INP000006545) and is subject to its rules and regulations regarding capital requirements, disclosure and auditing norms.
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