Platforms & Apps
Client & Demat Forms
DIS Request FormDOCXOpen
Demat Request FormPDFDownload
Remat FormPDFDownload
Nomination FormPDFDownload
Account Modification FormDOCXOpen
Account Closure FormPDFDownload
BSDA Request FormDOCOpen
Segment Modification FormPDFDownload
Pledge Request FormPDFDownload
Unpledge Request FormPDFDownload
Demat Off-Market Transaction FormPDFDownload
Off-Market Addition of BeneficiaryPDFDownload
Signature Updation FormPDFDownload
Transposition FormPDFDownload
Transmission FormPDFDownload
Intimation of Demise (Joint Holder / Nominee)PDFDownload
CKYC / KRA Modification — IndividualPDFDownload
SARAL FormPDFDownload
Internet-Based TradingPDFDownload
Rights & Obligations — Stock BrokerPDFDownload
Rights & Obligations — Beneficial Owner & DPPDFDownload
Most Important Terms & Conditions (MITC)PDFDownload
Risk Disclosure Document (RDD)PDFDownload
Do's and Don'ts for InvestorsPDFDownload
Client CopyPDFDownload
Regulatory & Other Information
Details of Authorised Persons (live register)SheetOpen
Key Managerial Persons (live register)SheetOpen
Escalation Matrix (live)SheetOpen
Client Bank Details (live)SheetOpen
Investor Charter — Stock Broker (SEBI, Feb 2025)PageOpen
Investor Charter — Depository Participant (SEBI, May 2024)PageOpen
Investor Complaints Data — Stock Broker (within Investor Charter)PageOpen
Investor Complaints Data — Depository Participant (within Investor Charter)PageOpen
Online Dispute Resolution (SEBI)PDFDownload
SOP — Reporting the Demise of an InvestorPDFDownload
Policies
PMLA PolicyPDFDownload
Surveillance of Transaction AlertsPDFDownload
Risk Management & Surveillance MechanismsPDFDownload
Internal Control PolicyPDFDownload
Inactive Client PolicyPDFDownload
Voluntary Freezing / Blocking of Trading AccountPDFDownload
Policy on Outsourcing ActivitiesPDFDownload
Pre-Funded Instrument PolicyPDFDownload
Policy on Conflict of InterestPDFDownload
Policy for Unauthentic News CirculationPDFDownload
Client Registration Documents — Vernacular Languages
Client Registration Kit — SindhiPDFDownload
Client Registration Kit — UrduPDFDownload
Client Registration Kit — PunjabiPDFDownload
Client Registration Kit — KonkaniPDFDownload
Client Registration Kit — AssamesePDFDownload
Client Registration Kit — MalayalamPDFDownload
Client Registration Kit — TeluguPDFDownload
Client Registration Kit — OdiaPDFDownload
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Good to Know
Download Center — Frequently Asked Questions
Account-opening and modification forms, nomination and DIS forms, policies, and our trading and investing apps — all in one place.
PCJ Invest for trading and PCJ Wealth for mutual funds. Links and QR codes are above for Android and iOS.
Yes, all forms and policy documents are free to download. Your RM can help you fill and submit them.
Follow the instructions on each form; most can be emailed or handed to your RM. Reach out if you are unsure.