Procedures & Documentation for NRI Account
You can get started with the account once the following formalities are completed:
- NRI- Trinity Account - A combination of Banking , Demat and Trading accounts, these will be provided to you by Kotak Securities, so that your online trading experience is seamless and effortless.
- Request Letter for PINS permission
Note: We will open your PINS account and Savings account with Kotak Mahindra Bank Limited.
- Mandatory by SEBI
- Easy Portfolio Management
- Security of Equity Investments.
Documentation
The following documents would be required to open an NRI account:
- Personalized cheque leaf or (cheque leaf along with Bank Statement or Bank Passbook)
- Passport (Copy of Name, Address And Photo pages)
- Visa Copy (If Passport is issued in India or work permit of UAE)
- PIS permission (not required if Kbank form is filled by the client)
- Form 60 (if Pan Card is not submitted)
- Electricity bill (Not more than 2 months old)
- Bank Passbook/ Bank Statement
- Leave and license Agreement
- Telephone bill (not more than 2 months old)
- Banker's verification (from a Schedule commercial bank only)
- Driving license (Name, Address and photo pages)