Downloads
Desktop Trading Applications
Equity and Demat Forms
NERL Forms
CCRL Forms
Policies
ComRIS
Bank & Demat Details
Mandatory Document - Risk Disclosure, Do's and Don'ts, Policy and Procedures
PMS KYC Form
Desktop Trading Applications
Equity and Demat Forms
| DATE | TITLE | SIZE | |
|---|---|---|---|
| 18/09/2019 | Equity Derivative Physical Settlement – Derivative Contract List | 48kb | DOWNLOAD |
| 11/04/2024 | KYC Account Opening Form – Individual | 8mb | DOWNLOAD |
| 11/04/2024 | KYC Account Opening Form – Individual & Non-Individual | 8mb | DOWNLOAD |
| 20/05/2023 | Modification form with Email & Mobile Declaration | 313kb | DOWNLOAD |
| 01/12/2023 | KFPL Account Opening Form – Individual & Non-Individual | 8mb | DOWNLOAD |
| 11/04/2024 | Equity Segment Addition Form | 110kb | DOWNLOAD |
| 19/08/2014 | Brokerage Slab Change Form | 77kb | DOWNLOAD |
| 14/08/2014 | Address – Identity & Signature Confirmation Letter From Bank | 8kb | DOWNLOAD |
| 01/11/2022 | KRA Application Form – Non Individual | 938kb | DOWNLOAD |
| 17/04/2014 | FATCA Declaration – Individual | 95kb | DOWNLOAD |
| 01/11/2022 | KRA Application Form – Individual | 639kb | DOWNLOAD |
| 25/03/2014 | Documents require from Unregistered trust for opening account | 300 | DOWNLOAD |
| 17/03/2014 | FATCA Declaration-Non Individual | 289kb | DOWNLOAD |
| 15/03/2014 | DIS Requisition letter | 30kb | DOWNLOAD |
| 10/03/2014 | Documents required on letterhead from Partnership Firm | 300kb | DOWNLOAD |
| 27/10/2020 | Dematerialization Request Form | 66kb | DOWNLOAD |
| 01/02/2014 | Remat Form | 28kb | DOWNLOAD |
| 13/01/2023 | Pledge Request Form | 99kb | DOWNLOAD |
| 24/01/2014 | Destatement form | 25kb | DOWNLOAD |
| 20/01/2014 | MF Restatementization Request Form | 25kb | DOWNLOAD |
| 18/01/2014 | Repurchase – Redemption Request Form – Mutual Fund | 25kb | DOWNLOAD |
| 16/01/2014 | Freeze – Unfreeze Request Form | 26kb | DOWNLOAD |
| 06/12/2023 | Depository Tariff Scheme | 37kb | DOWNLOAD |
| 01/09/2022 | New POA for MF & Buyback | 52kb | DOWNLOAD |
| 03/09/2013 | Board Resolution to Open a Demat & Trading Account | 34kb | DOWNLOAD |
| 14/08/2013 | Format of Shareholding Pattern in case of Corporate Account | 41kb | DOWNLOAD |
| 22/05/2013 | SLB Segment Agreement | 57kb | DOWNLOAD |
| 20/05/2023 | Account-Closing Form | 962kb | DOWNLOAD |
| 23/02/2023 | TRANSMISSION REQUEST FORM (In case of death of Sole Holder) Annexure 7.1 | 48kb | DOWNLOAD |
| 01/09/2021 | TRANSMISSION REQUEST FORM (In case of death of one / more of the joint holders) Annexure 7.2 | 48kb | DOWNLOAD |
| 23/02/2023 | Annexure 7.3 BOND OF INDEMNITY (for transmission of securities on death of sole securities holder, where no nomination has been registered) | 48kb | DOWNLOAD |
| 20/05/2023 | Nomination Form OPT in & OPT out | 48kb | DOWNLOAD |
| 24/07/2021 | Declaration Form for opting out of nomination | 48kb | DOWNLOAD |
| 20/05/2023 | Demat Debit & Pledge Instruction (DDPI) for settlement and pledge KYC PAGE | 756KB | DOWNLOAD |
| 23/02/2023 | Affidavit Annexure 7.5 for transmission of securities on death of sole holder where NO NOMINATION has been registered | 756KB | DOWNLOAD |
| 23/02/2023 | Annexure 7.6 BOND OF INDEMNITY (for transmission of securities on death of sole securities holder, where no nomination has been registered) | 173KB | DOWNLOAD |
| 16/06/2021 | Reactivation Form for Inactive Client | 293kb | DOWNLOAD |
| 02/06/2023 | MINOR NAME CORRECTION FORM | 59kb | DOWNLOAD |
| 10/07/2023 | Annexure for Off-Market Transfer for reason off market sale purchase | 14kb | DOWNLOAD |
| 28/12/2023 | Letter to Add Delete Beneficiary details for executing ‘OFF-MARKET’ transaction | 14kb | DOWNLOAD |
| 06/02/2024 | Proprietorship Bank Letter | 13kb | DOWNLOAD |
| 16/02/2024 | Due Diligence Report in case of death of holder | 18kb | DOWNLOAD |
NERL Forms
| DATE | TITLE | SIZE | |
|---|---|---|---|
| 11/06/2019 | ACCOUNT-CLOSURE-REQUEST-FORM | 844 kB | DOWNLOAD |
| 11/06/2019 | ACCOUNT-DETAILS-ADDITION | 844 kB | DOWNLOAD |
| 11/06/2019 | Instruction Slip | 23 kb | DOWNLOAD |
| 18/04/2024 | KYC-Account-Opening-Individual | 24 kB | DOWNLOAD |
| 01/03/2024 | KYC-Account-Opening-Non-Individual | 22 kb | DOWNLOAD |
| 11/06/2019 | NERL Tariff Scheme | 844kb | DOWNLOAD |
| 11/06/2019 | PLEDGE-REQUEST-FORM | 391kb | DOWNLOAD |
| 11/06/2019 | UNPLEDGE-REQUEST-FORM | 64 kb | DOWNLOAD |
| 11/06/2019 | WITHDRAWAL-INITIATION-FORM | 73kb | DOWNLOAD |
CCRL Forms
| DATE | TITLE | SIZE | |
|---|---|---|---|
| 12/06/2019 | Account Opening Form – Individuals | 482kb | DOWNLOAD |
| 12/06/2019 | Account Opening form Non-Individual | 353kb | DOWNLOAD |
| 12/06/2019 | Application for Closing an Account (Individual & Non-Individual) | 323kb | DOWNLOAD |
| 12/06/2019 | Board RESOLUTION – Corporate Demat account – CCRL | 353kb | DOWNLOAD |
| 01/02/2020 | CCRL Tariff payable by Clients | 293kb | DOWNLOAD |
| 12/06/2019 | Consolidated Freeze Unfreeze request form | 341kb | DOWNLOAD |
| 12/06/2019 | Consolidated Transfer form | 741kb | DOWNLOAD |
| 12/06/2019 | Conversion form | 427kb | DOWNLOAD |
| 12/06/2019 | Depledge Initiation form by Pledgor or Pledge | 353kb | DOWNLOAD |
| 12/06/2019 | Deposit Request Form-editable | 353kb | DOWNLOAD |
| 12/06/2019 | Erroneous Transfer form | 353kb | DOWNLOAD |
| 12/06/2019 | Extension of validity Request Form | 476kB | DOWNLOAD |
| 12/06/2019 | Indemnity for Erroneous Transfer | 3mb | DOWNLOAD |
| 12/06/2019 | Pledge Request – Confirmation form | 776kb | DOWNLOAD |
| 12/06/2019 | Re-Assaying Request Form | 334kb | DOWNLOAD |
| 12/06/2019 | Resolution – Partnership Firm – CCRL (1) | 396kb | DOWNLOAD |
| 12/06/2019 | Rights and Obligations between Depositor (Client) and RP | 15 kb | DOWNLOAD |
| 12/06/2019 | TM-CM UPDATE FORM | 73kb | DOWNLOAD |
| 12/06/2019 | Transmission Form | 63kb | DOWNLOAD |
| 12/06/2019 | Unilateral Invocation Request form by Pledge | 100kb | DOWNLOAD |
| 12/06/2019 | Withdrawal form | 121kb | DOWNLOAD |
Policies
Find most updated downloadable information updated during the past 24 hours
| DATE | TITLE | SIZE | |
|---|---|---|---|
| 03/10/2017 | INVESTOR GRIEVANCE REDRESSAL POLICY | 76 kb | DOWNLOAD |
| 05/07/2017 | Conflict of Interest Policy | 4.4MB | DOWNLOAD |
| 03/02/2023 | PMLA POLICY FOR KFPL | 4.4MB | DOWNLOAD |
| 07/07/2018 | PMLA Policy for KCBPL | 4.4MB | DOWNLOAD |
| 14/09/2022 | RISK POLICY | 4.4MB | DOWNLOAD |
| 26/02/2020 | CODE OF ADVERTISEMENT FOR KFPL | 4.4MB | DOWNLOAD |
| 06/04/2021 | KFPL – POLICY FOR FUNDS OF NON- TRACEABLE CLIENTS | 4.4MB | DOWNLOAD |
| 14/10/2021 | Policy for Best Price Execution | 4.4MB | DOWNLOAD |
| 01/03/2020 | Policy for marking Client Inactive and Reactivation of Inactive Clients | 4.4MB | DOWNLOAD |
| 06/12/2022 | Policy For Dealing With Funds Of Clients To Whom Payment Could Not Be Made | 470KB | DOWNLOAD |
ComRIS
| DATE | TITLE | SIZE | |
|---|---|---|---|
| 12/06/2023 | KYC- Account Opening Individual Form | 76 kb | DOWNLOAD |
| 12/06/2023 | KYC – Account Opening Non-Individual Form | 4.4MB | DOWNLOAD |
| 08/03/2021 | Tariff Sheet Document | 4.4MB | DOWNLOAD |
Bank & Demat Details
| TITLE | |
|---|---|
| Demat Account Details for KFPL & KCBPL | DOWNLOAD |
| Bank Account Details-Kunvarji Finstock Pvt. Ltd. | DOWNLOAD |
Mandatory Document - Risk Disclosure, Do's and Don'ts, Policy and Procedures
| TITLE | |
|---|---|
Mandatory Document – Risk Disclosure, Do’s and Don’ts, Policy and Procedures
| DOWNLOAD |
| Client Registration Documents (Rights & Obligations, Risk Disclosure Document, Do’s & Don’t’s) in Vernacular Language For Equity | DOWNLOAD |
| Client Registration Documents (Rights & Obligations, Risk Disclosure Document, Do’s & Don’t’s) in Vernacular Language For Commodity | DOWNLOAD |
| Trading In BSE Ltd scrip | DOWNLOAD |
PMS KYC Form
| Date | Title | |
|---|---|---|
| 23/04/2024 | PMS KYC Form | DOWNLOAD |
