You can fill in all necessary client details directly on the given page. Once this information is accurately entered, it is then submitted for an internal review to ensure completeness and correctness. After the review, the client can view the document on a digital screen and provide their electronic signature to finalize and complete the activation process.


During activation, the clients need to provide the following details:


For Individual Clients

  • PAN Details
    • Name
    • Tax Status
    • PAN
    • Date of Birth
    • Annual Income
    • Occupation
    • Political Exposure
  • Personal Details
    • Email Id
    • Place of Birth
    • Gender
    • Marital Status
    • Nominee
  • Address Details
    • Address
    • City, State, PIN Code
  • Bank Details
    • Account Number
    • IFSC
    • Account Type




After this, the client needs to sign on the screen to complete the activation process.


For Minors, the following additional details will be required during Activation:

  • Guardian Details
    • Guardian Name
    • Guardian PAN


For NRIs, the following additional details will be required during Activation:

  • Foreign Address Details
    • Address,
    • City, State, Country, PIN Code

  • Taxation Details
    • Country of taxation
    • Tax Identification Number
    • Tax Identification type