Upload Document

Note: Kindly talk to our investment advisors before downloading these documents. You will be guided on what documents should be downloaded, how to fill it up, and how to submit it to us.

BANK MANDATE FORM

A mandate is a legal document that gives authority to the bank to act on your behalf within certain pre-determined limits. For a hassle free and convenient lump-sum investment and/or SIP investment, complete this process. Multiple SIPs can be registered under single Mandate for any AMC, subject to the cumulative SIP amount debited to customer, falling under the Mandate 'Upper Limit'. Kindly download this form and then call our support team for any help in filling this form / uploading / sending the filled form back to us.

Download Bank Mandate Form Click To See Where You Should Sign

COMMON TRANSACTION FORM

This form is used for changes in your financial and non-financial information, related to your Mutual Funds serviced by Wealth Central. RTAs require your approval and signature to process these requests. Kindly download this form and then call our support team for any help in filling this form / uploading / sending the filled form back to us.

Download Common Transaction Form

KYC FORM FOR INDIVIDUALS

Bank KYC is different from Mutual Funds KYC. If you want to invest, you have to be KYC Compliant. Download this form, and submit it along with your self-attested PAN, Aadhar and a Passport Size Photo and we will complete the KYC process and help you in commencing your investments! Kindly download this form and then call our support team for any help in filling this form / uploading / sending the filled form back to us.

Download KYC Form Click To See Where You Should Sign

ACCOUNT OPENING FORM

To commence online transactions, this is a mandatory form. Please ensure that all the applicants sign the account opening form. Your signature on the KYC documents should match with the signature on the account opening form. Kindly enter your mobile number and OTP to fill this form. You will then have to upload all the supporting documents as instructed by our investment advisor and submit the same.

Fill Account Opening Form