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Mutual funds are a popular choice among investors because they generally offer the following features- Professional Management.

LIC Forms

Proposal Forms

Each investor has to under go Know Your Customer process only once in the securities market.

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NB Enclosure

Investors have to provide the information in the stand alone Foreign Account Tax Compliance Act declaration form.

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Policy Servicing Forms

Account helps you to invest in all mutual funds using a single platform.

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MF Forms Online

KYC Form

Each investor has to under go Know Your Customer process only once in the securities market.

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FATCA Form

Investors have to provide the information in the stand alone Foreign Account Tax Compliance Act declaration form.

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Open Investment Account

Account helps you to invest in all mutual funds using a single platform.

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ACH(One-time) Mandate

Implementing Automated Clearing House mandate will allow transactions to be cleared in real-time mode.

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MF Forms Offline

We have gathered all the common, STP, SIP forms with ARN and EUIN code attached so that you can track all your investment with us.

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KYC Forms

Central KYC

Each investor has to under go Know Your Customer process only once in the securities market.

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KYC Non-Individual Form

Investors have to provide the information in the stand alone Foreign Account Tax Compliance Act declaration form.

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Annexure

Account helps you to invest in all mutual funds using a single platform.

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FATCA Forms

FATCA Individual Forms

FATCA-CRS Declaration & Supplementary KYC Information Declaration Form for I Individuals

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FATCA Corporate Forms

FATCA-CRS Declaration & Supplementary KYC Information Declaration Form for Entities

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Income Tax Forms

ITR-1 SAHAJ

For Individuals having Income from Salary & Interest

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ITR-2

For Individuals and HUFs not having income from profits and gains of business or profession

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ITR-3

For Individuals & HUFs having Income from a proprietory business or profession

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ITR-4 SUGAM

For Presumptive Income from Business & Profession

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ITR-5

For persons other than,- (i) individual, (ii) HUF, (iii) company and (iv) person filing Form ITR-7

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ITR-6

For Companies other than companies claiming exemption under section 11

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ITR-7

For persons including companies required to furnish return under sections 139(4A) or 139(4B) or 139(4C) or 139(4D) or 139(4E) or 139(4F)

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ITR-V

Where the data of the Return of Income in Form ITR-1 (SAHAJ), ITR-2, ITR-3, ITR-4(SUGAM), ITR-5, ITR-7 filed but NOT verified electronically

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Challn Forms

Challan No. ITNS 280

For depositing Advance tax, Self Assessment tax, Surtax, Tax on Distributed Profits of Domestic Company and Tax on Distributed income to unit holders.

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Challan No. ITNS 281

For depositing TDS/TCS by company or non company deductee.

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Challan No. ITNS 282

For depositing Securities transaction tax, Estate duty, Wealth-tax, Gift-tax, Interest-tax, Expenditure/other tax and Hotel Receipt tax.

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Challan No. ITNS 283

For depositing banking cash Transaction Tax and FBT

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PAN Forms

PAN 49A New Form

Application for Allotment of Permanent Account Number

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PAN Change Form

Request For New PAN Card Or/ And Changes Or Correction in PAN Data

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