How to Start

How do I start the journey?

To start the journey, you need to open an account for which you will have to fill the following forms, which can be accessed from

For a Resident Indian, you will need the following documents.

  • 1. Pan card, adhar card self attested copies.
  • 2. Signed Cancelled cheque. If name is not printed on the cheque, then statement or passbook copy self attested will be required.
  • 3. Photos
  • 4. Specimen signature.

For Non Resident Indians:

Two forms which can be accessed from

KYC Documents from NRI Customer :

  • 1. PAN Card Copy - Self attested
  • 2. Photocopy of Passport ( First and Last Page) - Self attested
  • 3. Photocopy of Valid VISA/ Work Permit/ Resident Permit - Self attested
  • 4. Indian / Overseas Address Proof -Self attested
  • 5. OCI/ POA Card copy - Self attested (for Foreign Passport port holder)
  • 6. Passport size Photographs of all account holders

Along with this PIS account (for NRE ) is compulsory for NRI investors. You may open PIS account with HDFC Bank / Federal Bank for seamless operation.

Note : Please share the scan copies of all documents. HDFC Bank will verify all these and on confirmation from them, please courier all documents to