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Personal Details

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Address Details

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FATCA Details

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Fatca Declaration

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BA DETAILS

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My KYC	My Brokerage Plan
My Margin Trading Facility	Request For DIS Book

BANK AND MANDATE DETAILS

Bank Details

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Mandate Details

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+Add Mandate Live Bank list accepts E-mandate User Guide

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E-STATEMENT

DP DETAILS

Holder's Details

Holder's List

Client Name
Father/Husband
POA Status
Date Of Birth
Pan No.

Client Name
Father/Husband
POA Status
Date Of Birth
Pan No.

Client Name
Father/Husband
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Pan No.

Nominee Details

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Nominee's List

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Name
% Share
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Demat Account Details

Account's List

ACMIIL DP
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Account Status
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Depository
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Punched By

Client Name

DP Name *

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Client ID *

Upload Document

	I/we declare that the particulars given by me/us above are true and to the best of my/our knowledge.
	I/we agree and undertake to intimate the DP any changes in the details/particulars mentioned by me/us in this form.

Details of Client Name

Address of Client

PAN NO

UID NO

Email ID

Contact No

Are You Sure You Want to add New DP ?

DP Bank Details

Bank Name
Account No
IFSC Code

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Signature Modification

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BSDA

Want to apply for BSDA ?

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EQUITY SEGMENT

OTHER DETAILS

Segment and Brokerage Details

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Notification No.	-

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Intraday Brokerage 2
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Account Status
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Account Status
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Are You Sure You Want To Modification in Brokerage Details wow ?

Tarrif Plan

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Request for Modification in Brokerage Details

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Create Ticket

Edit Gender

Old

NEW

Your Request Had Been Submitted

{

Edit DOB

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*Please attach PAN card copy only*

Your Request Had Been Submitted

Edit Mode of contract.

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Your Request Had Been Submitted

Add Segment

Active Segment

InActive Segment

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Declaration

I/We hereby declare that the name being updated here belongs to me/us. further, I authorise Asit C. Mehta Investment Interrmediates Ltd. to use this name in the KRA and demat account that I hold with Asit C. Mehta Investment Interrmediates Ltd.

Declaration

Please select the option for signature

Online Nomination(Using E-signature facility)

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Select Nominee Option

Please select the option for signature

Online Nomination(Using E-signature facility)

Offline Nomination(kindly download form take a print out, do signature and courier)

Declaration

I/We hereby declare that the mobile number being updated here belongs to me/us. Further, I authorise Asit C .Mehta Investment Interrmediates Ltd. . to use this to send me any information/ alert/ SMS. This change will affect the Trading and Demat account that I hold with Asit C .Mehta Investment Interrmediates Ltd.

Account Closure

Ledger Balance:
Pending DP Charges:
Holding Value:
DP Value:
Collateral Value:
MF SIP:		Please click on i button to check list of shares available in account.

Declaration

In case of Account Closure due to SHIFTING OF ACCOUNT:

I/We declare and confirm that all the transactions in my/our demat account are true/ authentic.

I agree all terms and conditions

Reason for closing your account:

Edit Mobile No.

Old number

New number

Inward No

Your Request Had Been Submitted

Declaration

I/We hereby declare that the email address being updated here belongs to me/us. Further, I authorise Asit C .Mehta Investment Interrmediates Ltd. . to use this to send me any information/ alert/ SMS. This change will affect the Trading and Demat account that I hold with Asit C .Mehta Investment Interrmediates Ltd.

Edit Email

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Inward No

Your Request Had Been Submitted

Select Relation

Relation With:

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Relation With:

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Relation With:

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Relation With:

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Add BSDA

Pending DP Charges:

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Update Marital Status

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New Status:

Your Request Had Been Submitted

Update Source Of Wealth (Occupation)

Old Source Of Wealth:

New Source Of Wealth:

Your Request Had Been Submitted

Update Politically Exposed Person (PEP)

Old PEP:

NEW PEP:

Your Request Had Been Submitted

Update Country of Tax Residency

Old Information:

NEW Information:

Your Request Had Been Submitted

Update Income Details

Select:

Add Networth

Your Request Had Been Submitted

Edit Correspondence Address

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New Address:

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Enter Proof ID

*Please Upload Your Passport Size Photograph only*

Your Request Had Been Submitted

Edit Name

Old Name:

Edit First Name:

Edit Middle Name:

Edit Last Name:

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Select Relation:

Father

Husband

Your Request Had Been Submitted

Edit Permanent Address

Old Address:

New Address:

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Enter Proof ID

*Please Upload Your Passport Size Photograph only*

Correspondence address is same as above

Your Request Had Been Submitted

Declaration

1. For validating with UIDAI and updating my/our Aadhaar number with ACMIIL.

2. For collecting, storing, using, authenticating, my/our Aadhaar number and demographic information in accordance with Aadhaar Act, 2016 and Prevention of Money Laundering Act, 2002 (PMLA) and respective regulations made thereunder for all services provided by ACMIIL including future services.

3. For sharing / disclosing my/our Aadhaar number including demographic information with Government and its agencies as prescribed/notified by government, SEBI, Exchanges, Depositories, Asset Management Companies, Registrar and Transfer Agents and affiliates, associates and group companies of ACMIIL.

Raise New Ticket

You can raise new ticket here. Once it is approved by our executive, it will get added in your tickets table along with Ticket ID and Status.

Ticket Case Type

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Comment

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Edit Phone Number

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New Phone Number

Your Request Had Been Submitted

Enter OTP

}

{

Add segment

Select Income

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Add UPI ID

Add UPI Edit UPI

New UPI ID:

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Your Request Had Been Submitted

*Third party UPI ID is not acceptable*

}

Set Primary Bank

Old Primary Bank

New Primary Bank:

Your Request Had Been Submitted

{

Add Bank

Enter IFSC Code

Enter Account Number

Re-enter Account Number

Select Type

Default Bank

Additional Bank

Select Bank type

Your Request Had Been Submitted

}

Add Fatca Details

Current Marital Status:

New Marital Status:

Current Source Of Wealth:

New Source Of Wealth:

Current PEP:

NEW PEP:

Current Country Of Residency:

NEW Country Of Residency:

Current Annual Income:

Select Annual Income:

Add Networth

Your Request Had Been Submitted

Terms And Conditions for TARIFF PLAN

Important Points:

1. Customers who are Inactive and have NIL holding will be charged RS. 250/- as depository charges. All the New demat accounts will be on default plan namely “Invest” with annual charge of Rs.250.00 + GST charges . Every transaction as described in Table 2 above, including buy and sale transactions, will be charged therein at Rs 50 plus GST or as in the Table 2 ,whichever is higher. Please be advised to complete the account closure process to stop further levy of DP charges

2. Please ensure to have your correct email address and mobile number updated in our system at all time to enable sharing vital communication

3. You may opt for the change of tariff plan (Active clients) by logging in to our website. This window is open to you upto 25th December, 2020. In event of non selection of any plan by customer, we will continue with last year plan with new rates. If no plan was selected then minimum plan of RS. 480/- will be selected.

4. Client may shift from annual plan to five year plan by paying full amount irrespective of the residual period till December 2025. No pro rata charges will be allowed.

5. The clients who were under AUM based plans will be shifted to annual plan Invest Pro with a yearly charge of Rs. 1500/-.

6. AUM plan is applicable to those customers who have Demat Holding exceeding Rs. 25 Lakhs and have been inactive during 2019. Clients who have not done any transactions in any of the products like MF, Equity, Derivatives, Gold Bonds, Currencies or Govt.Securities during this calendar year 2020 till December 25 and had DP balance of Rs 25 Lacs as of the cut off date of December 25,2020 will be covered under this plan.

7. All annual and five year plans are non-refundable.

8. Under each of the choices, the Annual Maintenances Charges are for 1 or 5 years as the case may be . All transaction charges in Table 2 are for one year only and subject to change based on the charging environment.

9. Taxes at actuals will be charges extra. Currently GST@18% will be charged.

10. In event of non-payment of DP Tariff Charges / other DP charges, ACMIIL will freeze / suspend the demat account and settlement / debit instructions will not be processed for demat account. The unfreezing of the account will invite a restoration fee of Rs. 250/- plus applicable taxes.

11. ACMIIL reserves the right to revise the DP tariff slabs and other charges by displaying the same on web site investmentz.com. In such an event, it will be done from prospective effect only.

12. As per CDSL communiqué reference number CDSL/OPS/DP/POLCY/2020/8 dated January 3, 2020, in case of off-market transfers, applicable stamp duty will be levied on the transferor before executing the same in the depository system.

13. We request clients to clear old dues also which are displayed on Tariff Plan Selection Link. We will be at liberty to share the information about the dues and non-paying clients with appropriate data reporting and sharing platforms as well as be free to issue public notices on media like newspapers and websites.

I Agree Terms and Conditions

I hereby give consent for deduction of the selected Tariff Plan from my Ledger Balance(Current Ledger -Rs.)
Selected Plan Base Rate - (Rs.)

* Your Current Due

TARIFF PLAN Details

Holding Valuation : 0.00

Current Ledger :

BSDA Flag :

* BSDA Plan will be charged Rs.50 per Transaction and AMC NIL.

Get upto 21% discount & Additional Benefits on Five Year plan

19% discount

Invest New

1950.00

Trxn Charges 20

Free Trxn p.a. 6

21% discount

Invest Wise

2950.00

Trxn Charges 20

Free Trxn p.a. 10

21% discount

Invest Lite

3950.00

Trxn Charges 20

Free Trxn p.a. 15

21% discount

Invest Pro

5950.00

Trxn Charges 20

Free Trxn p.a. 20

One Year Plan

Invest New

480.00

Trxn Charges 30

Free Trxn p.a. 6

Invest Wise

750.00

Trxn Charges 25

Free Trxn p.a. 10

Invest Lite

1000.00

Trxn Charges 20

Free Trxn p.a. 15

Invest Pro

1500.00

Trxn Charges 15

Free Trxn p.a. 20

Trade Wise

2500.00

Free Trxn p.a. 300

Declaration

I/We hereby declare that the signature being updated here belongs to me/us. This change will affect the Trading and Demat account that I hold with Asit C .Mehta Investment Interrmediates Ltd.

Update Signature

FirstHolder

SecondHolder

ThirdHolder

Holder Name

Upload Signature With Bank Stamp (Upload only .jpg, .jpeg and .png format)

want to add this New DP ID?

Are You Sure You Want to add New DP ?

Nominee Details

NOMINEE 1

Nominee First Name

Nominee Middle Name

Nominee Last Name

Pan No.

Email ID

Mobile No.

Relationship With BO

Address same as client

City

State

Country

Address Line 1

Address Line 2

Date of Birth

Percentage of the allocation of securities

Select Proof Type

Click here to upload

( * Upload image in JPEG,PNG and JPG format only size must be less than 500 KB * )

Click here to upload

( * Upload image in JPEG,PNG and JPG format only size must be less than 500 KB * )

Residual Securities

---------------------------- Guardian Details -------------------------------

First Name

Middle Name

Last Name

City

State

Country

Address Line 1

Address Line 2

Relationship of the guardian with the nominee

Select Proof Type

Click here to upload

( * Upload image in JPEG,PNG and JPG format only size must be less than 500 KB * )

Click here to upload
( * Upload image in JPEG,PNG and JPG format only size must be less than 500 KB * )

Add Second Nominee

NOMINEE 2

Nominee First Name

Nominee Middle Name

Nominee Last Name

Pan No.

Email ID

Mobile No.

Relationship With BO

Address same as client

City

State

Country

Address Line 1

Address Line 2

Date of Birth

Percentage of the allocation of securities

Select Proof Type

Click here to upload

( * Upload image in JPEG,PNG and JPG format only size must be less than 500 KB * )

Residual Securities

---------------------------- Guardian Details -------------------------------

First Name

Middle Name

Last Name

City

State

Country

Address Line 1

Address Line 2

Relationship of the guardian with the nominee

Select Proof Type

Click here to upload

( * Upload image in JPEG,PNG and JPG format only size must be less than 500 KB * )

Click here to upload
( * Upload image in JPEG,PNG and JPG format only size must be less than 500 KB * )

Add Third Nominee

NOMINEE 3

Nominee First Name

Nominee Middle Name

Nominee Last Name

Pan No.

Email ID

Mobile No.

Relationship With BO

Address same as client

City

State

Country

Address Line 1

Address Line 2

Date of Birth

Percentage of the allocation of securities

Select Proof Type

Click here to upload

( * Upload image in JPEG,PNG and JPG format only size must be less than 500 KB * )

Residual Securities

---------------------------- Guardian Details -------------------------------

First Name

Middle Name

Last Name

City

State

Country

Address Line 1

Address Line 2

Relationship of the guardian with the nominee

Select Proof Type

Click here to upload

( * Upload image in JPEG,PNG and JPG format only size must be less than 500 KB * )

Click here to upload
( * Upload image in JPEG,PNG and JPG format only size must be less than 500 KB * )

Your Request Had Been Submitted

Edit Running Authority/Trade Acceptance

Request for Modification in Brokerage Details

BA Code:

UCC:

Segment where brokerage is to be changed & as per below given new rates.

Cash

Select Cash-Delivery:

Select Cash-IntraDay:

Currency Derivatives

Derivatives

Select Future:

Select Stock-option:

Select Index-option:

Reason for change of brokerage

Your Request Had Been Submitted

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Processing & Handling charge of Rs. 100.00 + GST will be levied.

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