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Official Document Library

Compliance · Downloads & Forms

All forms and documents — in one place.

Download account opening forms, Demat & Depository Participant forms, transmission requests, KYC declarations, operational documents and compliance guides required for your trading and investment journey.

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Account Opening
Account Opening Form

Equity, Commodity and Depository Participant account opening form with complete KYC requirements.

2026KYCAccount Opening
Nomination Declaration Form

Nomination, opt-out declaration and account holder information update form.

2025Nomination
Demat & DP Forms
Pledge Form 2025

Request form for creating pledge or re-pledge of securities held in Demat account.

2025Pledge
DP Instruction Slip (DIS)

Delivery Instruction Slip for off-market and on-market transfer of securities.

2024DIS
Operational Forms
RMS Exposure Policy

Risk management framework, exposure limits and margin requirements.

RiskTrading
Compliance Documents
Tariff Sheet

Schedule of brokerage, DP charges and transaction charges.

Charges
Attention Investors
  • No need to issue cheques while subscribing to IPO — write your bank account number and sign the application to authorise your bank to make payment in case of allotment.
  • KYC is a one-time exercise — once done through a SEBI registered intermediary, you need not repeat the process when approaching another intermediary.
  • Prevent unauthorised transactions — update your mobile number and email ID with your stock broker and receive information of your transactions at end of day.
  • Do not deal in unsolicited investment tips through WhatsApp, Telegram, YouTube, Facebook, SMS or calls from unregistered advisors or influencers.
F&O RISK DISCLOSURE

9 out of 10 individual traders in the equity F&O segment incur losses. Cost-benefit analysis including all charges should be carried out before trading. Past performance is not indicative of future results.

MARGIN PLEDGE NOTICE

Stock brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020. Pay 20% upfront margin of the transaction value to trade in the cash market segment.

Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI and membership of exchanges in no way guarantees performance of the intermediary or provides any assurance of returns to investors. Fair investment is a SEBI registered Stock Broker & Depository Participant. Please do not share your trading credentials — Login ID, Password, or OTPs with anyone. Do not engage with unsolicited investment tips via WhatsApp, Telegram, YouTube, Facebook, SMS or calls.

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