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
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