Client services
Forms and downloads
Account, KYC and demat forms, bond forms, trading software and policies, as Shri Parasram Holdings publishes them. 60 files; each link opens the firm's current copy.
Account opening and KYC
Forms to open a trading and demat account, update your details or reactivate a dormant account.
- New client registration form: trading and demat (individual)Sep 2026PDF
- SARAL account opening formMay 2026PDF
- Rights and obligations of stock broker, DP and clientMay 2026PDF
- Most important terms and conditions (MITC)2024PDF
- Client updation form (CUF)30 Dec 2023PDF
- DDPI format, NSDL and CDSL (replaces the POA)2025PDF
- BSDA declaration2024PDF
- Mobile number and email update form10 May 2018PDF
- Name correction format17 Dec 2018PDF
- Reactivation letter for a dormant trading account20 Feb 2020PDF
- KRA form, individual2024PDF
- KRA form, non-individual2024PDF
- How to fill the KRA form (individual)10 May 2018PDF
- How to fill the KYC form10 May 2018PDF
- FAQ on KRA10 May 2018PDF
- FATCA and CRS declaration10 May 2018PDF
- KYC annexure 410 May 2018PDF
- KYC annexure 510 May 2018PDF
- KYC annexure 610 May 2018PDF
- Margin trading agreement10 May 2018PDF
- Rights and obligations for the margin trading facility5 Jun 2018PDF
- NBFC IPO document10 May 2018PDF
Demat account (depository) forms
Nominee, transmission, off-market transfer, pledge and closure forms for NSDL and CDSL accounts.
- Nomination form (NSDL)Sep 2026PDF
- Transmission request form, with undertaking (QTP)Sep 2026PDF
- Transmission request form, other than QTPSep 2026PDF
- Notifier intimation format for transmission cases8 Apr 2026PDF
- Transmission along with dematerialisation26 Jun 2018DOC
- Undertaking for pledge creation and invocation8 Apr 2026PDF
- Ultimate lender or debenture issuer, and reason code, for an encumbrance8 Apr 2026PDF
- Off-market transfer format (NSDL)10 Jan 2024PDF
- Off-market transfer format (CDSL)10 Jan 2024PDF
- Off-market sale annexure11 Nov 2019JPG
- BSDA option and charge structureSep 2024PDF
- Signature update format20 Sep 2019PDF
- Transposition form20 Dec 2018PDF
- Change of address5 Jun 2018PDF
- Account closure form (NSDL)15 Mar 2018PDF
- Account closure form (CDSL)31 Aug 2017PDF
- Rematerialisation (remat) form6 Aug 2016PDF
- Rights and obligations of the beneficial owner and DP27 Jun 2017PDF
- Rights and obligations for a depository account6 Aug 2016PDF
Bonds and mutual funds
Section 54EC capital gains bonds, and mutual fund application forms.
Trading software
Desktop setups and the files they need. The apps themselves, with guides, are on the Apps page. Go to Apps.
Policies and circulars
The firm's own policies, and SEBI circulars it asks clients to read.
- Policies and procedures10 May 2018PDF
- Risk management system (RMS) policy24 Feb 2022PDF
- PMLA policy2025PDF
- Surveillance policy of the depository participant1 Oct 2021PDF
- Cyber security policy18 Oct 2019PDF
- Authority letter to trade23 May 2018PDF
- SEBI circular: prevention of unauthorised trading by stock brokers (26 Sep 2017)11 Dec 2017PDF
- SEBI circular: clarification on preventing unauthorised trading (30 Nov 2017)11 Dec 2017PDF
- GST registration24 Jul 2017PDF
Client documents in other languages
Rights and obligations, risk disclosure, do’s and don’ts and registration documents, as ZIP files (2017).
Files are hosted by Shri Parasram Holdings on parasramindia.com; every link was checked on 24 Sep 2026. Investor charters and grievance data are on Investor Corner; bank details for paying in are on Fund Transfer. For help with a form, contact the Panipat branch.
