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APPLICATION FOR PORTFOLIO INVESTMENT SCHEME Date: The Manager NRI and PIS Services HDFC Bank branch. Dear Sir, Ref: Application for permission to deal in shares in secondary market under the Portfolio

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How to fill out nri and pis services

To fill out NRI (Non-Resident Indian) services, follow these steps:

Gather all the necessary documents such as valid passport, visa, address proof, and identification proof.

Verify if you are eligible for the NRI services based on your residential status and duration of stay in a foreign country.

Visit the official website of the service provider or bank offering NRI services.

Navigate to the NRI services section and choose the specific service you wish to avail, such as NRI account opening or investment options.

Fill out the online application form with accurate personal details, including name, address, contact information, and employment details.

Upload the scanned copies of all the required documents in the prescribed format.

Review the filled-in form and documents to ensure correctness and completeness.

Submit the form electronically and note down the reference or application number for future communication.

Wait for the verification process to complete, which may involve contacting you for additional information or documentation.

Once approved, you will receive further instructions to complete any remaining formalities, such as physically visiting the bank branch or signing required agreements.

Follow those instructions, and if necessary, make any required payments or deposits as per the service or account type you have applied for.

Keep track of the status of your application through the provided reference number and stay in touch with the bank or service provider for any updates or clarifications.

For PIS (Portfolio Investment Scheme) services, the process involves the following steps:

Understand the eligibility criteria for PIS services, which are primarily applicable for Non-Resident Indians (NRIs) and Persons of Indian Origin (PIOs).

Contact a designated bank that offers PIS services and express your interest to avail the service.

Provide the necessary documents to fulfill Know Your Customer (KYC) requirements, including proof of identity and address, bank statements, PAN card details, etc.

Complete the application form provided by the bank, ensuring to provide accurate personal and financial details.

Once your application is verified and approved, the bank will issue a unique PIS account number.

Use this PIS account number while making investment transactions in the Indian stock market.

Adhere to the regulatory guidelines and investment limits set by the Reserve Bank of India (RBI) for NRIs and PIOs.

Keep track of your investment activities and ensure compliance with reporting and repatriation requirements.

It is advised to consult with a professional or the respective service provider for the most updated and accurate information on filling out NRI and PIS services.

Who needs nri and pis services?

NRI and PIS services are primarily needed by:

- Non-Resident Indians (NRIs) who want to manage their finances and investments in India while residing in a foreign country.

- Persons of Indian Origin (PIOs) who wish to invest in the Indian stock market under the Portfolio Investment Scheme (PIS).

- NRIs and PIOs who want to open Indian bank accounts for various purposes, such as savings, fixed deposits, or remittance services.

- Indian citizens who are planning to become NRIs or PIOs and require assistance in understanding the financial and investment options available to them.

Availing NRI and PIS services ensures better financial management, convenience in conducting transactions, and access to a wide range of banking and investment options for NRIs and PIOs.

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What is nri and pis services?

NRI stands for Non-Resident Indian and PIS services refer to Portfolio Investment Services. NRI services cater to the financial needs of individuals residing outside of India, while PIS services allow NRIs to invest in the Indian stock market.

Who is required to file nri and pis services?

NRIs who want to invest in India through the Portfolio Investment Scheme (PIS) are required to file NRI and PIS services.

How to fill out nri and pis services?

To fill out NRI and PIS services, NRIs must provide accurate and updated information about their investments in India as per the regulations set by the RBI.

What is the purpose of nri and pis services?

The purpose of NRI and PIS services is to regulate and monitor the investments made by Non-Resident Indians in the Indian financial markets.

What information must be reported on nri and pis services?

Information such as details of investments, income earned, tax paid, and compliance with RBI regulations must be reported on NRI and PIS services.

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