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AIF

1. Investment

  1. Drawdown

2. Service Forms

  1. Change of address / email & mobile / bank / nominee
  2. Broker Code Change
  3. Redemption
  4. Transmission
  5. Transfer of units

PMS

1. Investment

  1. Top Up
  2. Additional
  3. Switch
  4. Onboarding

    Resident Individual

    HDFC Bank
    ICICI Bank
    Kotak Bank

    Non- Resident Individual

    HDFC Bank
    ICICI Bank
    Kotak Bank

    Non-Individual

    HDFC Bank
    ICICI Bank
    Kotak Bank

2. Service Forms

  1. HDFC Bank
  2. ICICI Bank
  3. Kotak Bank
  4. Change of Broker Code

CIN: U70200MH2024PTC432609 | PMS SEBI Reg. No.: INP000006457 | RIA SEBI Reg. No.: INA000015729 | Category III AIF SEBI Reg. No.: IN/AIF3/18-19/0550
Category II AIF SEBI Reg. No.: IN/AIF2/21-22/0980 | Category I AIF SEBI Reg. No.: IN/AIF1/21-22/0976 | Category III AIF (Open Ended) SEBI Reg. No.: IN/AIF3/23-24/1326 | Registered FME (Non-Retail) IFSCA Reg. No.: IFSCA/FME/II/2022-23/041

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