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Exchange-Traded Funds (ETFs)

Image by Heber Davis

For Exchange-Traded Funds (ETFs), the typical document list includes:

 

1. Application Form:

  • A completed and signed application form for investing in ETFs.

 

2. Identity Proof:

  • Government-issued photo ID (e.g., Aadhaar card, passport, or driver's license) of the investor.

 

3. Address Proof:

  • Recent address proof (e.g., utility bill, rental agreement, or bank statement) of the investor.

 

4. PAN Card:

  • Permanent Account Number (PAN) card of the investor.

 

5. KYC Compliance Documents:

  • Know Your Customer (KYC) documentation, which may include a photograph and a filled KYC form.

 

6. Brokerage Account Details:

  • Details of the brokerage account through which the ETFs will be traded.

 

7. Investment Amount:

  • Information regarding the amount of investment in the ETF.

 

8. Nomination Form:

  • A completed nomination form to designate a beneficiary for the ETF investment.

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