Onboarding Requirements - Resident Person

Dear Investor,

Welcome !

Here you will find the list of requirements for investing.

This is a one-time process which will enable you to participate in a wide range of investment avenues such as Mutual Funds, Equity Market, Bond Market etc.

Our team will be available to assist you at each step. 

As per the details provided by you, we shall set up your investment KYC and online registration.

Process:

1. Submit the mentioned requirements to us by Email
2. Our team will complete the registration and guide you with the necessary process.
3. Once ready you can start investing.
   

Holding Pattern can be as per one of the following:

• Single Holder + Nominee (FASTEST)
• 2 Holders
• 2 Holders + Nominee

Please mention the holding pattern with names and accordingly share the details.

Requirements 

For 1st Holder / 2nd Holder

Documents Required (Photo/Scanned Copy)

1. PAN Card
2. Aadhaar Card (FRONT + BACK) 
3. Cancelled Cheque (with pre-printed name and account number) OR Recent Bank statement with name & account number printed (not more than 2 months old) OR Bank Pass Book- First & Last Page.
4. Passport Size Photograph

Details Required 

1. Place of Birth
2. Annual Income (Rs.): less than 1L/ 1L to 5L/ 5L to 10L/ 10L to 25L/ 25L to 1Cr/ Above 1Cr (To mention applicable slab)
3. Source of Wealth
4. Occupation: Business/ Professional/ Private Sector / Public Sector/ Central Govt./ Housewife/ NGO / Retired/ State Govt./ Statutory Body/ Student/ Others
   (To mention applicable)
5. Education: Under-Graduate/ Graduate/ Post-Graduate/ Professional (To mention applicable)
6. Marital Status: Married/Unmarried/Other (To mention applicable) 
7. Mobile Number 
8. Email-ID
9. Mother’s Name (Full Name)

Signature Required 

(for Mutual Fund online registration):

Photo of signature required. 

Please refer sample format attached.

Signature should be same as registered with the bank.

(Please sign on plain paper without lines)

 For Nominee

1. Passport Size Photograph
2. PAN Card (photo/scan copy)
3. Aadhaar Card
4. Email id
5. Mobile number
6. Nominee relation (please mention)

Note: if Nominee is minor:

• Require Guardian Name
• Instead of PAN card, minor's Birth Certificate to be provided
• Guardian should not be same person as 1st or 2nd Holder.

You may submit all the mentioned Documents & Details by:

Email : investment@ipcon.co.in 

For any queries or assistance you can contact us:

IPCON Helpdesk: +91 7021136464 

(available on WhatsApp & Call from 10 am to 6 pm on Weekdays)

For escalations or unresolved queries please contact:

Mr. Anand Shah: +91 9819288544

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