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Knowledge Center

November 29,2019 6:43:PM
Mohan Bharti

Mobile Trading /Mobile App help

  What is Mobile Trading? The use of wireless technology in securities trading. Mobile trading allows investors to access trading platforms from their mobile.  What are the features of

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January 20,2020 3:16:PM
Admin

Account modification process

Select :- Change to be effected in  Trading (Attached Combine_Modification_Form.pdf). Fill up All Holder details in case of Joint Holders Select Type of Address needs to be change Correspondence or Permanent

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January 09,2020 3:07:PM
Admin

Document required for eKYC - Individual Account

For eKYC, either you should have the scanned  images saved in your PC/Laptop or if you are using mobile/tablet device then  you can capture images with it’s camera. Important: For BOI referred clients, it is compulsory to have their demat account opened first whi

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January 10,2020 3:12:PM
Admin

Requirements and Documentation (checklist) for opening an NBFC account

Requirements 1) Loan Application Form completely signed by client. 2) POA to GEPL Finance Pvt. Ltd. for operation of DP account. 3) Account opening form for NBFC bank a/c (POA based) completely signed

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January 20,2020 3:24:PM
Admin

BOI Equity - Individual Checklist

A. Photo (01 copy) B. Pan card copy. C. UID/AADHAAR Copy  D. Address proof: (Driving License/  passport/ Ration Card/ any utility bill current 3months/ Bank statement of any other bank of  last 6 months) – Any one E. Bank proof: One Cancelled Chq copy with the name printed on  it F. Ba

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January 20,2020 3:09:PM
Admin

Document checklist - All categories

To Know the list of documents for account opening, please select the desired category. e-KYC Individuals-Equity & Commodity Individuals-Equity      Individuals-Commodity BOI  Equity Trading Account  HUF Account NRI Account

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