Onboarding

Client onboarding form.

Complete the form below at your own pace. When you submit, a copy is downloaded for your records and an email to info@arthanivesh.in opens with your details - simply attach the downloaded copy and send.

Personal Information

Full Name (as per PAN)

Date of Birth

Gender

PAN

Aadhaar Number

Marital Status

Father's / Spouse's Name

Mobile Number

Email Address

Occupation

Annual Income Range

Tax Status

Residential Address

Address Line 1

Address Line 2

City

State

PIN Code

Country

Banking Details

Bank Name

Branch

Account Number

Account Type

IFSC Code

MICR Code

Nominee Details

Nominee Name

Relationship

Nominee Date of Birth

Share (%)

Guardian Name (if minor)

Guardian Relationship

Investment & Payment Preferences

Mode of Investment

Payment Method

Proposed Monthly SIP (₹)

Proposed Lumpsum (₹)

Risk Profile

Investment Horizon

Primary Financial Goals

Declaration

I confirm that the information provided above is true and correct to the best of my knowledge. I authorise Arthanivesh to use these details for the purpose of processing my investments and to contact me regarding my portfolio.

Place

Date

Name of Signatory

I confirm the details above are accurate and consent to Arthanivesh using them to process my investments.