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KYC

KYC

Know Your Client

As per guidelines under Securities and Exchange Board of India (Investment Advisers) Regulations, 2013, KYC registration are required to be completed by all the clients seeking Investment Advisory services. Please check your KYC registration status at https://www.cvlkra.com. by entering your PAN number. The KYC status should be 'KYC Registered'. In case the KYC status is 'KYC Rejected' OR 'On Hold' OR 'Incomplete / Existing / Old KYC Record', the KYC registration procedure is required to be initiated once again by the client. Kindly provide the applicable KYC form along with the supporting documents as mentioned below (Annexure JB) to the below address in order to process your KYC registration.

Click here for 'KYC Application form for Individual'
Click here for 'KYC Application form for Non Individual'
Instructions/ Checklist for filling KYC form for Individual and Non Individuals (Annexure JB)

The Compliance Officer, Opulent Investment Adviser Private Limited, 113/114, Floor-11, Plot-226, Bajaj Bhavan, Barrister, Rajani Patel Marg, Nariman Point, Mumbai – 400 021

OR

Kindly email the scan copy of your PAN card at compliance@stockaxis.com or whatsapp the image at +91 97730 15000, if your already compliant with KYC.

KYC Registration is a one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (eg. Broker, DP, Mutual Fund, Investment Adviser etc.), you need not undergo the same process again when you approach another intermediary.
 
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