Offline Account Opening

You will need to courier the following documents:

  • Application Form: Trading Account & Demat Account – Equity Segment
  • Application Form: Commodity Segment
  • Nomination Form
Note: You can also send us the POA (Power of Attorney) document if you wish to give us the authority to debit shares whenever you sell shares. Otherwise, you can place delivery sell instructions by using the CDSL TPIN.

To open an account offline, you can call us at 0141-3522727.

Any Private or Public Limited Company can get in touch with us on our account opening helpline 0141-3522727 to do so. Our representative will guide you through the process of opening a corporate account and will inform you about the documents needed to open a corporate account.

Any Partnership can get in touch with us on our account opening helpline 0141-3522727 to do so. Our representative will guide you through the process of opening a partnership account and will inform you about the documents needed to open a partnership account.

For HUF account, we can get in touch with us on our account opening helpline 0141-3522727 to do so. Our representative will guide you through the process of opening a HUF account.

Here are the documents required:

  • Identity Proof: HUF PAN card copy (self-attested by Karta & HUF stamp)
  • Address Proof: HUF Bank statement/ Updated passbook copy (self-attested by Karta & HUF stamp)
  • HUF Cheque in favour of Navjeevan Equity Broking Pvt. Ltd. (Account Number, Name, IFSC, MICR should be printed on the cheque)
  • Income Proof: ITR Copy/Bank Statement in the name of HUF (self-attested by Karta & bearing HUF stamp)

Karta’s documents:

  • Identity Proof: Individual PAN card copy (self-attested by Karta)
  • Address Proof: Aadhaar card/ Driving license/ Passport/ Latest individual bank statement (self-attest any 1 document by Karta)
  • Coparcener: PAN card & Address proof (self-attested). This is optional.

For Limited Liability Partnership account, we can get in touch with us on our account opening helpline 0141-3522727 to do so. Our representative will guide you through the process of opening an LLP account and will inform you about the documents needed to open an LLP account.

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