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FINWIZARD TECHNOLOGY PRIVATE LIMITED
Account Details Addition / Modification / Deletion Request Form
CHANGE ACCOUNT DETAIL: TRADING / DEMAT Date D D M M Y Y Y Y
Mutual Fund account*
Application No. Date D D M M Y Y Y Y
Please fill all the details in Block Letters in English :
DP ID 1 2 0 9 2 1 0 0 Client ID
Trading Account Code
Account Holder’s Details
Name of First / Sole Holder
Name of Second Holder
Name of Third Holder
I/We request to carry out the change of correspondence/permanent address / signature in the demat /Trading account
I/We request to carry out the change of address / signature in the KRA and demat/ Trading account
I/We request you to make the following additions / modifications / deletions to my/our account in your records.
DETAILS
(Please specify change of Addition /
correspondence Modification /
Existing Details New Details
/Permanent address, Deletion
bank details, telephone (Please specify)
number, Email ID, etc.)
• Update Bank details as:- Primary Secondary
• In case of changes to be done in E mail address and / Or Mobile number request you to please fill attach
self-declaration.
Income Range for Individuals - Below Rs. 1 Lakh Rs 1 Lakh – Rs. 5 Lakh Rs.5 Lakh -10 Lakh
Rs 10 Lakh – 25 Lakh More than 25 Lakh
Income Range for Non Individuals Below Rs. 1 Lakh Rs 1 Lakh – Rs. 5 Lakh Rs. 5 Lakh - 10 Lakh
- Rs 10 Lakh – 25 Lakh More than 25 Lakh -1 Crore
More than Rs. 1 crore
Regd. Office: Queens Paradise, 1st Floor, Curve Road, Shivajinagar, Bangalore - 560051
CIN No. U74900KA2015PTC080747;
SEBI REGN:INZ000209036, CDSL IN-DP-572-2021
Website: [Link] Email: ask@[Link]
Contact : 96425-96425
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FINWIZARD TECHNOLOGY PRIVATE LIMITED
Attach an Annexure (with signature(s)) if the space above is found insufficient.
First/Sole Holder Second Holder Third Holder
Name
Signature
• Credential Changes in Mutual fund account subject to no existing Investment. For existing MF investment AMC vise modification process
have to follow.
FOR OFFICE USE ONLY
In-Person Verification (IPV Details ):
Name of the person who has done the IPV : _____________________________________
Designation : ________________________ Employee:_____________________________
Date of IPV : _ _/_ _/_ _ _ _ Signature of the person who has done the IPV Seal/Stamp of the Intermediary
==========================(Please Tear Here)===========================
Acknowledgement Receipt
ACKNOWLEDGEMENT
Received Account Details Addition / Modification / Deletions request as per details given below :
Application No. Date D D M M Y Y Y Y
DP ID 1 2 0 9 2 1 0 0 Client ID
Trading UCC code
Name of the Sole / First Holder
Name of Second joint Holder
Name of Third joint Holder
Modification requested for:
[Specify reason]
Regd. Office: Queens Paradise, 1st Floor, Curve Road, Shivajinagar, Bangalore - 560051
CIN No. U74900KA2015PTC080747;
SEBI REGN:INZ000209036, CDSL IN-DP-572-2021
Website: [Link] Email: ask@[Link]
Contact : 96425-96425
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FINWIZARD TECHNOLOGY PRIVATE LIMITED
Finwizard Technology Private Limited
Self Declaration
To,
FINWIZARD TECHNOLOGY PVT. LTD.
MUMBAI
Dear Sir,
Sub: Self declaration to accept common email id / mobile number in my KYC.
I/We ………………………………………………………………………………..……………………………… (Name
of account holder) hereby request Finwizard Technology Pvt. Ltd. to accept common email id
i.e. ______________________________ and / or Mobile No. ________________mentioned
in my KYC as it is being commonly used by me/us under the following conditions prescribed
by exchange.
Family members who include
(a) Self,
(b) Spouse,
(c) Dependent children and
(d) Dependent parents.
(b) Demat accounts with same first holder PAN but with different patterns of holding.
(c) Non-individual account: Mobile number and/ or email id of the authorized person held by
the said authorized person in his/her individual capacity.
I/We hereby state and confirm that what is stated above is true and correct information. And,
it shall be my/our responsibility to receive and read the communications sent by Finwizard
Technology Pvt. Ltd. on the said id.
I/We agree to indemnify and keep Finwizard Technology Pvt. Ltd. indemnified at all times
from and against all costs, charges, damages, penalties (including reasonable attorney fees)
suffered and /or incurred by Finwizard Technology Pvt. Ltd. for any act done or omitted to be
done by me/us on the above declaration.
Regd. Office: Queens Paradise, 1st Floor, Curve Road, Shivajinagar, Bangalore - 560051
CIN No. U74900KA2015PTC080747;
SEBI REGN:INZ000209036, CDSL IN-DP-572-2021
Website: [Link] Email: ask@[Link]
Contact : 96425-96425
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FINWIZARD TECHNOLOGY PRIVATE LIMITED
Yours Faithfully,
CLIENT CODE/UCC CODE-
Signature of the Applicant/Authorised signatory
Date :
Regd. Office: Queens Paradise, 1st Floor, Curve Road, Shivajinagar, Bangalore - 560051
CIN No. U74900KA2015PTC080747;
SEBI REGN:INZ000209036, CDSL IN-DP-572-2021
Website: [Link] Email: ask@[Link]
Contact : 96425-96425
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