8/12/2019 Financial Details Modification Form
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FINANCIAL & OCCUPATIONAL DETAILS MODIFICATION FORMTo, Date:
DD/MM/YYYYINDIABULLS SECURITIES LIMITEDAccount Opening
Department,12th Floor, Tower-A, Building No. C 5,DLF Cyber City,
DLF Phase-3, Gurgaon-122002,Haryana.
Dear Sir/Madam,
I/We request you to update below mentioned Financial &
Occupational Details in my/our Account with IndiabullsSecurities
Limited:
Trading ID
Demat Account Number
(Please write your 8 digit DP ID) (Please write your 8 digit
Client ID)( P l e a s e t i c k w h i c h e v e r i s a p p l i c a
b l e)
Additional Financial Details
Financial Status (AnnualIncome)
< Rs. 1 Lakh Rs. 1 5 Lakh Rs. 5 10 Lakh Rs. 10 25 Lakh Rs.25
Lakh - 1 Crore > Rs 1 Crore
Occupation
Service Professional Self employed Student Housewife
Business
Retired
Others (Specify) _________________
If Service is selected, then please provide the nature of
service undertaken:
Central Govt. State Govt. Public/Private Sector NGO Statutory
Body Others (Specify) _________________
If Business is selected, then please provide the nature of
business undertaken
Nature of Business (Products/services provided):
___________________________________________________Enclosed are the
valid financial proof(s) in support of the financial status
declared above.
Name(s)
Signature(s)First/Sole Holder Second Holder Third Holder
All Demat account holder(s) need to signList of Documentary
evidence of financial details List of Documentary evidence of
financial details (incase of
Company Accounts)
1. Copy of ITR Acknowledgement (for last financial year)2. Copy
of Form - 16 in case of salary income (Last
financial year)3. Net worth certificate (latest one or at the
end of last
financial year)4. Salary Slip (for one month in current
financial year)5. Bank account statement (for last 6 months)6. Copy
of latest Demat account holding statement
1. Copies of the balance sheet for the last 2 financial
years(copies of annual balance sheet to be submitted every year
duly attested by CA)
2. Copy of ITR Acknowledgement (For last two financial years)3.
Copy of Annual Report (last two financial years - for non
individuals duly attested by CA)4. Net worth certificate (latest
one or at the end of last financial
year duly attested by CA)
Please note that you can call us on our helpline No.
0124-4572444 or mail us at [email protected] on the 5th
working dayfrom the submission of the documents (i.e. if you have
submitted the documents on Monday either in the branch or directly
to theH.O. then call us on Friday after 2:30 p.m.) to check the
status. Version 1.4
