Account-opening requirements vary by investor type and KYC status. This guide helps you prepare for the journey before continuing to the secure external transaction platform.
Purpose before products
01
Resident individual
PAN and KYC status
Current address information and an officially valid document where required
Verified mobile number and email address
Bank account number, IFSC, and supporting bank proof
Nominee information and applicable declarations
02
Joint holding
PAN and KYC for every applicant
Contact and address information for every holder
Holding mode and order of applicants
Bank proof and nominee information
Signatures or digital authorisation from all applicants
03
Minor
Minor’s date-of-birth proof
PAN and KYC of the guardian
Document establishing the guardian–minor relationship where required
Minor’s bank account or permitted bank arrangement
Guardian declarations and nomination details
04
Company
PAN, incorporation and constitutional documents
Registered-office information
Board resolution and authorised-signatory list
KYC and beneficial-ownership information
Company bank proof and applicable FATCA/CRS declarations
Ready to continue?
Choose your next step.
Requirements can change based on KYC status, holding pattern, investor category, and platform validation. Jainsons can help clarify the journey before you proceed.
This is a general preparation checklist, not an exhaustive legal or regulatory list. Additional documents, attestations, beneficial-ownership information, or declarations may be required. KYC is mandatory for mutual fund investors.
Your next step
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