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

• 1. Client Details Fill the details - Google Forms
• 2. Risk Assessment form Jaideep Menon Investment Advisory - Google Forms

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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.

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For Non Resident Indians:

Two forms which can be accessed from

• 1. To Fill Customer Details by clicking here
• 2. Fill Risk Assessment form by clicking here

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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

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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