Standard Account Opening Documents

Online Account Opening Process of Neo Wealth Management Private Limited

Step 1 Step 2 Step 3 Step 4 Step 5 Step 6
Enter mobile no. and email ID. Verify your mobile number through OTP and email ID through a verification link. Provide personal details, PAN and bank account information. Complete the Aadhaar based e-KYC (Electronic Know Your Customer) process by providing additional information. Digitally sign the account opening form and other relevant documents using electronic signatures. Pay the account opening fee using the available online payment options. A confirmation email containing your newly opened Demat account details will be sent to your registered email address.

Download Important Documents

Client Registration Documents

Rights & Obligations

Risk Disclosure Document

Dos & Don’ts

Download the Client Registration Documents (Rights & Obligations, Risk Disclosure Document, Dos & Don’ts) in your Regional Language:

Assamese Bengali Gujarati Hindi Kannada
Kashmiri Konkani Malayalam Marathi Oriya
Punjabi Sindhi Tamil Telugu Urdu

Note:" This document is a translated version of the client registration documents in English and is being provided in vernacular language to facilitate better understanding by the investors. In case of any ambiguity, the contents of the English version would prevail."

Trading & Depository Participant (forms) -

KYC Form Individual

KYC Form Non-Individual