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.

Offline Account Opening Process of Neo Wealth Management Private Limited

To open an account offline with us, please reach out to us on neocare@neo-wealth.com or 91 22 66423600.

Please have following documents handy for a smooth account opening journey:

Either of Aadhar, Driving license, Passport, Voter ID as Identity and Address proof
Clear copy of PAN Card
Proof of Bank

All the documents should be self-attested.
In person verification for your account will be done by our official person.

You need to fill up our account opening form and provide above supportive documents as required.

Download Important Documents

Client Registration Documents

Rights & Obligations

Risk Disclosure Document

T&C for SMS Alerts

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) -

Saral Account Opening Form

KYC Form Individual

KYC Form Non-Individual

Sample Investment Advisory Agreement