1. Filling up Account Opening Form:
. Get a physical copy of the form from our registered office – Merlin Infinite, Unit
No: 707, 7 th Floor, DN – 51, Sector – V, Salt lake, Kolkata – 700 091.
Fill it up and submit to us along with the required
documents. Guidelines for filling up the form are provided in
Annexure A.
2. Submitting the form:
• Physical copy of the form filled using Step 1 along with the relevant documents are to
be submitted to the registered address for final verification
3. Review:
• Our compliance team will do a final review and inform if any changes are required
4. Confirmation:
• Once all details are found in order, we will process the account opening and give
a confirmation along with relevant details.
Annexure A: Guidelines for Filling Up the Form.
Visit Registered Office Address: Merlin Infinite, Unit No: 707, 7th Floor, DN – 51, Sector – V, Salt lake, Kolkata – 700 091. to collect the physical copy of your form.
• Choose your Account Type: There are two options: "Individual" and "Non-Individual." Select the appropriate account type.
• Fill in Required Details: Complete all mandatory fields indicated with an asterisk (*). These might include personal information, contact details, and any specific details pertinent to your account type.
• Attach Supporting Documents: Provide all necessary documents as mentioned in the form. All supporting documents should be self-attested.
• Review: Before submitting, review your entries for accuracy. Ensure all mandatory fields are filled, and any supporting documents are attached.
• Confirmation: Upon successful verification, you'll receive a go-ahead message from our compliance team and your account is opened with us.
Please note:
• Please fill the forms in Block Letters only.
• Please ensure the Attached documents are clear, legible, and in the required format.
• Check category – Individual/Non- individual
Annexure B provides the Flowchart for the above process.
Visit our registered office Merlin Infinite, Unit No: 707, 7 th Floor, DN – 51, Sector – V, Salt lake, Kolkata – 700 091. |
Collect Account Opening Form |
Check category – Individual/Non-individual |
Fill all details in Block Letters |
Attach Self-attested Supporting Documents |
Review & Submit |
Compliance Team verifies and opens the Demat Account |