Account forms and KYC

    Account forms belong to the stockbroker and change when the rules do, so we hand you the current version rather than keeping copies here. Ask for any of them by phone, WhatsApp or at our office.

    Talk to us +91 94164 00314

    Opening an account

    Most accounts open online with Aadhaar-based e-KYC. Keep your PAN, Aadhaar linked to your mobile, a cancelled cheque or bank statement, and a signature on white paper ready.

    Changes to your account

    Address, bank, mobile, email and nominee changes, and adding a segment such as F&O, each need a short form and a document. We check them before submission.

    Closing an account

    Closure needs a signed request and, for a demat account with holdings, a transfer instruction.

    Investor information

    SEBI's investor charter, grievance routes and SCORES are on our Investor Corner page.

    Rajat Finance is an Authorised Person (AP) of Shri Parasram Holdings Pvt. Ltd. Trading and demat accounts are opened with, and held by, the stockbroker.

    • AP Reg. No. AP0130100198434
    • MCX AP Reg. No. MCX/AP/178610