Comment on Account Opening Process - Corporate,Partnership Firm, & HUF
commented on
09 Sep 2019, 06:10 PM
Sorry, missed your comment. Here is what you need to do:
PAGE 3 – KYC
1. Name of Applicant – Company Name
2.Address – Company address
3.Proof of address – Rent agreement with authorized partner seal and signature.
4.Contact Details – Company details.
5.FAX – Fax number is not mandatory
6.Email ID – You can provide any email ID. You can also change it at a later time if required.
7.DIN – For a partnership firm, DIN is not mandatory
Page 4
Do we need to enter details for both the partners – Yes
Page 5
Gross Annual Income – Details of the company
2. Trading / Bank Account Details – Bank details of the company
3.Depository Participant – Zerodha. We are the Depository participant the same will be filled by us. You can ignore this.
Page 6 –
1.Trading preference experience – Only the primary partner.
2.Do we have to stamp (Company stamp) all the papers – Yes on all the signatures
3.ECN Specify – Company
Page 11
Does both the partners need to sign or the primary person who would manage the account – Only the primary partner who is authorized should sign the F box
Page 12
Client Name (F 10), Personal or Company – Company name
Page 13
Demat account required, 1st holder or 2nd holder – Only primary partner who is authorized can do the sign in F box
Type of account – Partnership account option not available? – You can select ‘Others’
Page 14
1.Dividend details – Company
2.Net worth – Company