Apply Online for Financial Services
Apply Online for Financial Services. Fillup the form, upload documents and submit your request. We will get back to you soon with the best financial services or offers. Wait for our reply.
List of Required Documents to Upload
Here’s a detailed guide for the required documents to apply for various financial services:
- 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).
- 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
Photographs: Passport-sized
Signature Proof: Copy of your signature as per the PAN card.
- Credit Card
To apply for a credit card, the following documents are required:
Identity Proof:
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)
PAN Card (mandatory)
Photographs: Passport-sized
- 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
- 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
- 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.
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Savings Account
Demat Account
Credit Card
Loans
Insurance Policies
Other Financial Services
Commission and Cashback Details
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| 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 |
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Terms and Conditions
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