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documents related to investing

We have collected all the major and important forms related to Mutual Funds, Income Tax, PAN, KYC, etc. for your need in one place so that you don't have to hassle around the whole web for the same.

KYC Form

Each investor has to under go Know Your Customer process only once in the securities market.

FATCA Form

Investors have to provide the information in the stand alone Foreign Account Tax Compliance Act declaration form.

Open Investment Account

Account helps you to invest in all mutual funds using a single platform.

ACH(One-time) Mandate

Implementing Automated Clearing House mandate will allow transactions to be cleared in real-time mode.

MF Forms Offline

Investment in mutual funds at your ease in any fund house of your choice shown below. We have gathered all the common, STP, SIP forms with ARN and EUIN code attached so that you can track all your investment with us.

Income Tax Forms

We have collected all the forms related to Income tax at one place, according to your needs to get relief from tax from Investment, property, etc; for your ease and to save time so that you don't have to hassle around to find each of them throughout the site.

KYC Forms

Know your customer (KYC) is the process of a business verifying the identity of its clients. Know your customer processes are also employed by companies of all sizes for the purpose of ensuring their proposed agents, consultants, or distributors are antibribery compliant.

# Document Type Link
1 Central KYC
2 KYC Non-Individual Form
3 Annexure KYC Non-Individual Form

FATCA/UBO Forms

Permanent Account Number (PAN) is a code that acts as identification of Indians, especially those who pay Income Tax. It is a unique, 10-character alpha-numeric identifier, issued to all judicial entities identifiable under the Indian Income Tax Act 1961.

# Document Type Link
1 FATCA Individual Forms
2 FATCA Corporate Forms
3 UBO Forms

Download Challan Forms

PAN Forms

Permanent Account Number (PAN) is a code that acts as identification of Indians, especially those who pay Income Tax. It is a unique, 10-character alpha-numeric identifier, issued to all judicial entities identifiable under the Indian Income Tax Act 1961.

# Document Type Link
1 PAN 49A New Form
2 PAN Change Form

Miscellaneous Downloads

We gathered all the forms and documents related to financial education, investments and disclosure here at single place

Apollo Munich Insurance Forms

We gathered all the forms and documents related to Apollo Munich here at single place

  1. Apollo_Munich-Easy Health Individual - Brochure

  2. Apollo_Munich-Easy Health Family - Brochure

  3. Apollo_Munich-Easy Health Individual - Rate Card

  4. Apollo_Munich-Easy Health Family - Rate Card

  5. Apollo_Munich-Easy Health - Claim form (E-Opinion)

  6. Apollo_Munich-Easy Health - Prospectus

  7. Apollo_Munich-Easy Health - Pre-Authorization Form

  8. Apollo_Munich-Policy Wording - Standard

  9. Apollo_Munich-Policy Wording - Exclusive

  10. Apollo_Munich-Policy Wording - Premium

  11. Apollo_Munich-Claim Procedure

  12. Apollo_Munich-Proposal Form

  13. Apollo_Munich-Claim Form

  14. Apollo_Munich-Claim Intimation Form

  15. Apollo_Munich-Brochure

  16. Apollo_Munich-Rate Card

  17. Apollo_Munich-Proposal Form

  18. Apollo_Munich-Claim Procedure

  19. Apollo_Munich-Claim Form

  20. Apollo_Munich-Policy Wording

  21. Apollo_Munich-Policy Wording

  22. Apollo_Munich-Claim Procedure

  23. Apollo_Munich-Claim Form

  24. Apollo_Munich-Claim Form (Personal Accident)

  25. Apollo_Munich-Brochure

  26. Apollo_Munich-Rate Card

  27. Apollo_Munich-Proposal Form

  28. Apollo_Munich-Claim Procedure

  29. Apollo_Munich-Claim Form

  30. Apollo_Munich-Policy Wording - Standard

  31. Apollo_Munich-Policy Wording - Premium

  32. Apollo_Munich-Brochure

  33. Apollo_Munich-Policy Wording

  34. Apollo_Munich-Claim Procedure

  35. Apollo_Munich-Claim Form

  36. Apollo_Munich-Brochure

  37. Apollo_Munich-Policy Wording

  38. Apollo_Munich-Claim Procedure

  39. Apollo_Munich-Claim Form

  40. Apollo_Munich-Prospectus

  41. Apollo_Munich-Claim Intimation Form

  42. Apollo_Munich-Cashless Authorisation Requisition Form

  43. Apollo_Munich-Proposal Form

  44. Apollo_Munich-Policy Wording

  45. Apollo_Munich-Proposal Form

  46. Apollo_Munich-Claim Procedure

  47. Apollo_Munich-Claim Form

  48. Apollo_Munich-Prospectus

  49. Apollo_Munich-Brochure

  50. Apollo_Munich-Proposal Form

  51. Apollo_Munich-Claim Form

  52. Apollo_Munich-Claim Intimation Form

  53. Apollo_Munich-Claim Procedure

  54. Apollo_Munich-Policy Wording

  55. Apollo_Munich-Pre Authorisation Form

  56. Apollo_Munich-Prospectus

  57. Apollo_Munich-Brochure

  58. Apollo_Munich-Proposal Form

  59. Apollo_Munich-Claim Intimation Form

  60. Apollo_Munich-Claim Procedure

  61. Apollo_Munich-Claim Form

  62. Apollo_Munich-Policy Wordings

  63. Apollo_Munich-Pre Authorisation Form

  64. Apollo_Munich-Prospectus

  65. Apollo_Munich-Freelook Cancellation Form

  66. Apollo_Munich-Rate Card

  67. Apollo_Munich-Cashless Authorization Requisition Form

  68. Apollo_Munich-Claim Intimation Form

  69. Apollo_Munich-Extension Request Letter

  70. Apollo_Munich-Change Request Form
Disclaimer :
www.meraportfolio.com is an online website of Mr. Vivek Shahi who is registered vide ARN-74848 as a Mutual Fund distributor. The said website is just an electronic presentation of financial planning for self help by investors. This site should not be treated as a financial advisory website as we do not charge for any calculation or results produced here. The website do not guarantees any returns or financial goal success by any means