CLIENT PROFILING

    A) First Applicant Details

    Title:

    Mr.Mrs.Ms.Dr.

    Name:

    Date of Birth (DD/MM/YYYY):

    Father’s Name:

    Mother’s Name:

    Maiden Name (if any):

    Name of Guardian/Parents (if minor):

    PAN No.:

    Aadhaar No.:

    Current Marital Status:

    SingleMarriedDivorced

    Anniversary Date (DD/MM/YYYY):

    Are you KYC Certified:

    YesNo

    Place of Birth:


    IndiaOther Country

    Contact Details

    Address:

    City:

    State:

    Pin Code:

    Country:

    Email ID:

    Mobile No.:

    Mailing Address (if different):

    Same as Correspondence

    Mobile (alternate):

    B) Other Information

    Annual Income:

    Up to 5 Lakhs5–10 Lakhs10–25 Lakhs25L–1 Cr1Cr–5 Cr5 Cr Above

    Net Worth (₹):

    As on Date:

    Occupation:

    Salaried – Private SectorSalaried – MNCSalaried – Public SectorBusiness – ProprietorshipBusiness – PartnershipBusiness – Pvt LtdBusiness – LLPListed CompanyRetiredHomemakerSelf-Employed (CA/Doctor/Others)Other

    Designation:

    Industry:

    PEP Status:

    I am PEPRelated to PEPNot Applicable

    Mode of Holding:

    SingleJointEither or Survivor

    C) Second Applicant Details (if any)

    Title:

    Mr.Mrs.Ms.Dr.

    Name:

    Date of Birth (DD/MM/YYYY):

    Father’s Name:

    Mother’s Name:

    Maiden Name (if any):

    PAN No.:

    Aadhaar No.:

    Current Marital Status:

    SingleMarriedDivorced

    Anniversary Date (DD/MM/YYYY):

    Are you KYC Certified:

    YesNo

    Place of Birth:


    IndiaOther Country

    Contact Details

    Address:

    City:

    State:

    Pin Code:

    Country:

    Email ID:

    Mobile No.:

    Mailing Address (if different):

    Same as Correspondence

    Other Information

    Annual Income:

    Up to 5 Lakhs5–10 Lakhs10–25 Lakhs25L–1 Cr1Cr–5 Cr5 Cr Above

    Occupation:

    Salaried – Private SectorSalaried – MNCSalaried – Public SectorBusiness – ProprietorshipBusiness – PartnershipBusiness – Pvt LtdBusiness – LLPListed CompanyRetiredHomemakerSelf-Employed (CA/Doctor/Others)Other

    Designation:

    Industry:

    PEP Status:

    I am PEPRelated to PEPNot Applicable

    D) Bank Account Details (for Online Transactions)

    Account No.:

    Account Type:

    SavingsCurrentNRENROOthers

    Bank Name:

    Branch Address:

    City:

    Pin Code:

    MICR Code:

    IFSC Code:

    E) Nomination

    Nominee Name:

    Guardian Name (if minor):

    Date of Birth (DD/MM/YYYY):

    Relationship:

    Nominee Address:

    Nomination %:

    Signature of Nominee/Guardian:

    Customer Interest Form

    1. Personal Preferences

    a. What kind of music do you enjoy? (Please tick all that apply)

    Sufi / FolkBollywoodInstrumentalClassic English RockAny otherNot Interested in any

    b. Which is your favorite travel destination?

    Domestic:

    International:

    c. Do you like to read?

    YesNo

    If Yes, please tick the genres you enjoy:

    Science FictionSatireDramaMysterySelf-ManagementOthers

    d. Which is your favorite publication?

    News:

    Other:

    e. Other areas of interest:

    MoviesTheatre / Plays

    2. Sports Preferences

    Your favorite sports: (Please tick all that apply)

    CricketTennisChessGolfF1BridgeTable TennisOthers

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