Required Document
Below are list of document to share services wise.
Mutual Fund
- Aadhaar Card
- Pan Card
- Cheque Photo/ Passbook Photo
- Signature photo (On clean white paper)
- Place Of Birth
- Nominee Full Name
- Nominee Date Of Birth
- Nominee Mobile Number
- Nominee – Pan/ Aadhar Card
Health Insurance Policy
- Self Name –
- Date of Birth –
- Height –
- Weight –
- Wife Details :
- Name –
- Date of birth –
- Height –
- Weight –
- Son
- Name –
- Date of Birth –
- Height –
- Weight –
- Daughter
- Name –
- Date of Birth –
- Height –
- Weight –
Mobile –
E-mail –
Address –
Nominee Name –
Nominee Date of Birth –
Pre – Existing Deceise – Yes / No
If Yes – Mention –
Name of Tablet –
Date –
Please send your pan aadhar & bank details
Term Plan Purpose
- Name:
- Dob:
- Mother Name:
- Place of Birth:
- Qualification:
- Organisation Name:
- Married Status:
- Annual Income:
- Height:
- Weight:
- Nominee details :
- Name:
- Dob:
- Relationship with Life Insured:
- Mobile number:
- Email Id:
- Designation:
- No of yrs of Service:
- Occupation: Service/ Business
Documents –
Pan Card & Aadhar Card Latest Photograph ( Full) Cheque Copy (With name printed)
Salary Slip – 3 Months Or ITR – 3 Year Or Form 16 – 3 Year
Bank Statement – 6 Months