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List of Required Documents to Upload
Here’s a detailed guide for the required documents to apply for various financial services:
1. Savings Account
To open a savings account, you generally need:
Identity Proof (any one):
Aadhaar Card, PAN Card, Passport, Voter ID, Driving License
Address Proof (any one):
Aadhaar Card, Utility Bill (not older than 3 months), Passport, Rental Agreement
Photographs:
Passport-sized (2–3 copies)
Income Proof (if applicable):
Salary slip or income tax return (for higher limits).
2. Demat Account
For a Demat account, you will need:
Identity Proof:
PAN Card (mandatory), Aadhaar Card, Passport, or Voter ID (as an additional document)
Address Proof:
Aadhaar Card, Utility Bill, Bank Statement (last 3 months)
Bank Proof:
Cancelled cheque, Bank passbook with Passport-sized Photograph
Signature Proof:
Copy of your signature as per the PAN card.
3. Credit Card
To apply for a credit card, the following documents are required:
Identity Proof:
PAN Card (mandatory), Aadhaar Card, Passport or Voter ID
Address Proof:
Utility Bill, Rental Agreement, Aadhaar Card or Passport
Income Proof:
Latest salary slips (last 3 months), Form 16 or Income Tax Returns, Bank statement (last 3 months)
Other Documents:
Passport-sized Photograph, Cancel Cheque
4. Loans
For Personal, Home, or Auto Loans:
Identity Proof:
Aadhaar Card, PAN Card, Passport
Address Proof:
Aadhaar Card, Utility Bill or Passport
Income Proof:
Salary slips (last 3 months), Form 16 or IT Returns (last 2 years for self-employed), Bank statement (last 6 months)
Property Documents (for Home Loans):
Sale Agreement, Title Deed, Tax Receipts
Other Documents:
Passport-sized photographs, Duly filled loan application form
5. Insurance Policies
For insurance (life, health, or general), the required documents are:
Identity Proof:
Aadhaar Card, PAN Card, Passport or Voter ID
Address Proof:
Aadhaar Card, Utility Bill or Rental Agreement
Age Proof:
Birth Certificate, School Leaving Certificate
Medical Records (for health and life insurance):
Recent medical reports if required by the insurer.
Income Proof (for term insurance):
Salary slips or IT Returns
Photographs: Passport-sized
6. Other Financial Services
For services like Fixed Deposits, Mutual Funds, or Forex, general requirements include:
Identity Proof:
Aadhaar Card, PAN Card
Address Proof:
Aadhaar Card, Utility Bill or Passport
Bank Proof:
Cancelled cheque, Bank account statement
KYC Documents:
Mandatory under SEBI regulations for investments.
Income Proof (for high-value transactions or specific services).
Tips for Document Submission
- Ensure all documents are valid and up-to-date.
- Carry originals for verification, along with photocopies for submission.
- Verify the specific requirements with the financial institution, as additional documents may be needed for certain services.
How to Earn Money Online with My Advisers ?
Join our exclusive rewards program. Get cashback or commission from My Advisers.
Earn Money with My Advisers Referral Program
Are you looking for a simple and rewarding way to earn extra income? My Advisers offers an incredible referral program where you can refer our financial services, generate leads, and earn commissions or cashback for every successful referral.
What Services Can You Refer?
Our referral program covers a range of financial services, ensuring opportunities for everyone:
Savings Account
Demat Account
Credit Card
Loans
Insurance Policies
Other Financial Services
Commission and Cashback Details
Here’s how much you can earn for each successful referral:
Service | Cashback/ Commission | Minimum Requirements |
Saving Account | Rs. 100 | Minimum Deposit Rs. 5k |
Demat Account | Rs. 200 | Minimum Trading Rs. 10k |
Credit Card | Rs. 300 | Minimum Spent Rs. 20k |
Loan Application | Rs. 400 | Minimum Loan Amount Rs. 50k |
Insurance Policy | Rs. 500 | Minimum Premium Rs. 12k |
Business Registration | Rs. 600 | For NGO, Pvt Ltd, LLP |
How to Join?
- Sign Up for the Referral Program
Get started by registering with My Advisers through our website or contact us directly. - Refer Services
Share our services with your friends, family, or network. - Earn Commissions
Get paid once the referred application is successfully completed.
Why Join My Advisers Referral Program?
Flexible Earnings: No cap on the number of referrals you can make.
Trusted Partner: We are authorized by leading banks, NBFCs, and insurers.
Wide Range of Services: Greater variety means more referral opportunities.
Simple Process: Easy to join, refer, and earn.
Terms and Conditions
Commission is credited only for successfully verified and approved applications.
Minimum requirements must be met for eligibility.
Payouts are subject to approval timelines and policies.
Start Earning Today!
Take the first step toward a profitable partnership.
WhatsApp Us: +91 8250452257
Email Us: 4myadvisers@gmail.com
Join My Advisers Referral Program, refer services, and get rewarded for every successful lead. Whether you’re a student, working professional, or homemaker, this is your chance to earn extra income effortlessly.
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