Get the free Motilal Oswal CAF - moneymantrainfo

FORM 1 Application No. Continuous Offer of Units at Applicable NAV Key Information Memorandum and Application Forms Distributor ARN 0155 95076 ARN Name Distributor ARN Internal Broker / Employee Code

How to fill out motilal oswal caf

How to fill out Motilal Oswal CAF:

1. Start by downloading the CAF form from the official website of Motilal Oswal. Make sure you have the latest version of the form.
2. Begin by filling out your personal details accurately. This includes your full name, date of birth, residential address, contact details, and PAN number.
3. Provide information about your banking details such as your bank account number, IFSC code, and the type of account you hold.
4. Next, disclose your employment details including your occupation, employer's name, and address. If you are self-employed, mention the nature of your business.
5. Declare any existing relationship with Motilal Oswal or any of its associates, if applicable.
6. Provide information about your financial status, including your annual income, net worth, and source of income. You may need to attach supporting documents like income tax returns or bank statements to verify the information provided.
7. If you are an existing client of Motilal Oswal, mention your client code and provide details about your existing portfolio with them.
8. Read the terms and conditions carefully and sign the form at the designated space at the end. You may also need to affix your recent passport-sized photograph on the form.
9. Double-check all the filled information for accuracy and completeness. Ensure that all the required fields are filled and all supporting documents are attached, if applicable.

Who needs Motilal Oswal CAF:

1. Individuals who wish to open a Demat and trading account with Motilal Oswal require the CAF.
2. Any person who wants to engage in stock trading, investment advisory services, or wealth management with Motilal Oswal may need to fill out the CAF.
3. Both new customers who are not existing clients of Motilal Oswal and existing clients who wish to update their information or avail additional services may need to fill out the CAF.

Note: It is recommended to consult with a financial advisor or contact Motilal Oswal directly for specific guidance on filling out the CAF form.

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