We have collected all the major and important forms related to Mutual Funds, Income Tax, PAN, KYC, etc. for your need in one place so that you don't have to hassle around the whole web for the same.
MF Forms Online
| SL No | Documentation required | If, Yes | If, No |
|---|---|---|---|
| 1 | KYC
Check status here |
Proceed to Step 2 (Fill the AOF form) |
Download form
OR
|
| 2 | AOF form
(This is one time registration form for online transaction) |
OR
Call to connect at: +91-9815000569 ,
+91-9815000569
|
|
| 3 | ACH(One-time) Mandate Implementing Automated Clearing House mandate will allow transactions to be cleared in real-time mode. |
MF Forms Offline
Investment in mutual funds at your ease in any fund house of your choice shown below. We have gathered all the common, STP, SIP forms with ARN and EUIN code attached so that you can track all your investment with us.
Income Tax Forms
We have collected all the forms related to Income tax at one place, according to your needs to get relief from tax from Investment, property, etc; for your ease and to save time so that you don't have to hassle around to find each of them throughout the site.
KYC Forms
Know your customer (KYC) is the process of a business verifying the identity of its clients. Know your customer processes are also employed by companies of all sizes for the purpose of ensuring their proposed agents, consultants, or distributors are antibribery compliant.
| # | Document Type | Link |
|---|---|---|
| 1 | Central KYC |  |
| 2 | KYC Non-Individual Form | |
| 3 | Annexure KYC Non-Individual Form | |
FATCA/UBO Forms
Permanent Account Number (PAN) is a code that acts as identification of Indians, especially those who pay Income Tax. It is a unique, 10-character alpha-numeric identifier, issued to all judicial entities identifiable under the Indian Income Tax Act 1961.
| # | Document Type | Link |
|---|---|---|
| 1 | FATCA Individual Forms | |
| 2 | FATCA Corporate Forms | |
| 3 | UBO Forms | |
Download Challan Forms
PAN Forms
Permanent Account Number (PAN) is a code that acts as identification of Indians, especially those who pay Income Tax. It is a unique, 10-character alpha-numeric identifier, issued to all judicial entities identifiable under the Indian Income Tax Act 1961.
| # | Document Type | Link |
|---|---|---|
| 1 | PAN 49A New Form | |
| 2 | PAN Change Form | |
Miscellaneous Downloads
We gathered all the forms and documents related to financial education, investments and disclosure here at single place