Escolar Documentos
Profissional Documentos
Cultura Documentos
Having identified your important financial goals, we believe it is now time to start saving for achieving these goals. In
order to enable opening of your ArthaYantra Investment Account, do spare some time to fill the form, collate relevant
documents/supportings as mentioned in the ArthaYantra Document Checklist, and courier the same to:
ArthaYantra Corporation Pvt. Ltd. 3rd Floor, Sai Galleria, Plot No. 472, Road No. 36,
Jubilee Hills, Hyderabad, India 500 033.
Thank you once again for your decision to come on board and assuring you of our best, always.
Team ArthaYantra
ArthaYantra Corporation Pvt. Ltd. Corporate and Registered office: 3rd Floor, Sai Galleria, Plot No. 472, Road No. 36,
Jubilee Hills, Hyderabad, India 500 033. CIN: U74900TG2007PTC053246 Tel.: +91 99590 21949
e-mail: enquiries@arthayantra.com website: www.arthayantra.com l ARN: 54840
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GOAL ENABLER INDIVIDUAL
INVESTMENT ACCOUNT APPLICATION FORM
ARN-54840
Application No : 3548
AY ID. :
AY93277
APPLICANT INFORMATION
(as it appears on PAN Card)
Father/Spouse____________________________________Date
A L Srinivasan of Birth_______________________________
12-Feb-1991
Mobile/Cellular No._____________________________________Residence
91 8197222250 Tel. No. _________________________________
Email .__________________________________________________________________________________________________
gopalakrishnan91@hotmail.com
560027
Country _____________________________
India Pincode ________________________________
Proof of address to be provided by Applicant. Please submit ANY ONE of the following valid documents and place a tick mark against
*Not more than 3 Months old. Validity/Expiry date of proof of address submitted dd/mm/yyyy
ArthaYantra Corporation Pvt. Ltd. Corporate and Registered office: 3rd Floor, Sai Galleria, Plot No. 472, Road No. 36, Jubilee Hills, Hyderabad, India 500 033.
CIN: U74900TG2007PTC053246 Tel.: +91 99590 21949 e-mail: enquiries@arthayantra.com website: www.arthayantra.com
GOAL ENABLER INDIVIDUAL
INVESTMENT ACCOUNT APPLICATION FORM
ARN-54840
Application No : 3548
AY ID. :
AY93277
ADDITIONAL INFORMATION
Gross Annual Income Details in Rs. (Please tick mark the correct one):
31 Below 1 Lkh. 32 1 to 5 Lkh. 33 6 to 10 Lkh. 34 11 to 25 Lkh. 35 26 Lkh. to 1 Cr. 36 Above 1 Crs.
Net-worth in Rs. (*Net-worth figure should not be older than 1 year)
As on DD MM YYYY
Source of Wealth (please tick mark the correct one): 01 Salary 02 Business Income 03 Gift
04 Ancestral Property 05 Rental Income 06 Prize Money 07 Royalty
08 Others (Please specify)
Please tick, if applicable: Politically Exposed Person Related to a Politically Exposed Person
For definition of PEP, please refer guideline overleaf
Country of Birth_________________________________________________Place of Birth________________________________
Nationality________________________________________________________________________________________________
Are you a tax resident of any country other than India? Yes No
If Yes, please indicate all countries in which you are resident for tax purposes and the associated Tax Identification Numbers below:
* It is mandatory to supply a TIN or functional equivalent if the country in which you are tax resident issues such identifiers. If no TIN is yet
available or has not yet been issued, please provide an explanation and attach this to the form.
(Please attach additional sheets if necessary and mention all countries in which applicant is a tax resident & provide relevant details)
ArthaYantra Corporation Pvt. Ltd. Corporate and Registered office: 3rd Floor, Sai Galleria, Plot No. 472, Road No. 36, Jubilee Hills, Hyderabad, India 500 033.
CIN: U74900TG2007PTC053246 Tel.: +91 99590 21949 e-mail: enquiries@arthayantra.com website: www.arthayantra.com
GOAL ENABLER INDIVIDUAL
INVESTMENT ACCOUNT APPLICATION FORM
ARN-54840
Application No : 3548
AY ID. : AY93277
Declarations I/We hereby grant permission to ArthaYantra Corporation Pvt. Ltd. (ArthaYantra) to capture/verify the bank details printed on the enclosed cancelled
cheque/bank statement which belongs to _________________________________________his/her information may be used to open my/our Investment Services Account with ArthaYantra.
I/We here by allow ArthaYantra to utilize the bank information by sending it to Mutual Funds Companies and for the purpose of generating ECS/DD forms.
I/we acknowledge that I/we have been provided a copy of the ?Terms and Conditions? which are applicable to the operation of my/our investment services account and that I/we have
read,understood and agreed to these terms and conditions. I/we agree to abide by the same. I/we understand and agree that, pursuant to the terms and conditions, I/we have granted certain
powersto ArthaYantra to perform a number of actions on my behalf, including but not limited to:
i . Authority to ArthaYantra to execute my instructions for purchase and redemption of units of mutual funds, granted under Section 1 (Authorisation) of the Terms and Conditions.
ii. Authority to subscribe to units of mutual funds or other securities on my behalf, to receive the account statement pertaining to the above units/securities; to redeem the units/securities
held by me/us; to sign all such writings and do all such acts as may be required for redeeming any units/securities; to receive and give good effectual receipts and discharges for any sum
arising from the units/securities and to sign and endorse dividend and interest warrants; to collect and deposit monies in an account with ArthaYantra and to make such debits in the said
account as may be necessary; to give instructions and orders to brokers and agents; to correspond with and give notice to the mutual fund and corresponding asset management company;
to instruct the mutual fund and/or the corresponding assets management company to make note of instructions with regards to nomination/changes in investments plan, granted under
Section 3 (Authority granted to ArthaYantra) of the Terms and Conditions.
iii. Authority to do or omit to do all such things as ArthaYantra may in its discretion consider to be necessary or desirable in order to perform its duties hereunder or to comply with any laws,
orders, rules, regulations or directions of any Government or regulatory or other authorities; authority to appoint on my/our behalf any agent/nominees/sub-costodian or any other person
doing any acts or deeds hereunder; authority generally to employ agents/attorneys, brokers dealers and managers on my/our behalf, granted under Section 11 (power of ArthaYantra) of the
Terms and conditions. I/we declare that the particulars given above are true to the best of my/our knowledge as on the date of making such applications. I/we undertake to inform, in writing,
of any change in the particulars furnished above. I/we further agree that any false/misleading information given by me/us or suppression of any material fact will render my/our account liable
for termination. I/we declare that all the details in my/our relationship record are true and correct and any instruction arising out of any transaction entered in to pursuant to these term and
conditions would be as per the provisions of the Income Tax Act, 1961 or any modifications or re-enactment thereof. I/we agree and declare that any and all tax liability will be my/our sole
responsibility. I/we shall execute and deliver to ArthaYantra, from time to time such other documents as may be specified ArthaYantra the compliance or updating of records if any. I/we have
read and understood the Terms and Conditions applicable to the account and to the usage of ArthaYantra Websites and agree to be bound by the said Terms and Conditions applicable to
ArthaYantra accounts including those excluding/limiting ArthaYantra liability. I/we undertake to make the applicants to the investments aware of the provisions of the Terms and Conditions
and the same will be binding on the applicants by use of the facility provided herein. I/we will be jointly and severally bound by the Terms and Conditions of ArthaYantra account
______________________________________________
Signature (Applicant/ Guardian/Authorised Signatory )
ArthaYantra Corporation Pvt. Ltd. Corporate and Registered office: 3rd Floor, Sai Galleria, Plot No. 472, Road No. 36, Jubilee Hills, Hyderabad, India 500 033.
CIN: U74900TG2007PTC053246 Tel.: +91 99590 21949 e-mail: enquiries@arthayantra.com website: www.arthayantra.com
ArthaYantra
A CFO FOR EVERYONE
______________________________________________
Signature (Applicant/Guardian/Authorised Signatory)
Cancelled cheque leaf having pre printed name on the cheque leaf.
OR
If name is not printed on the cheque leaf, then enclose a self-attested copy of 3-months bank statement
along with the cancelled cheque .
Incase you are opening a minor account please include a copy of the minor’s ‘Birth Certificate’ for proof
of Date of Birth
*If you are a Resident of India but currently do not have an Indian Citizenship then please include a copy of your Passport (self-attested)
ArthaYantra Corporation Pvt. Ltd. Corporate and Registered office: 3rd Floor, Sai Galleria, Plot No. 472, Road No. 36,
Jubilee Hills, Hyderabad, India 500 033. CIN: U74900TG2007PTC053246 Tel.: +91 99590 21949
e-mail: enquiries@arthayantra.com website: www.arthayantra.com