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Patel Wealth Advisors Pvt. Ltd. Account Details Add on / Monica on Request Form (Trading & DP A/ C)Date: Dear Sir / Madam, I / We request you to make the following addi ons / Monica ONS to my / our
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To fill out the tradingdemat combined modification formcdr, follow the below steps:
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Open the formcdr document on your computer or print a hard copy of it.
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Start by providing your personal details such as your name, address, contact number, and email address. Make sure to fill in all the required fields.
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Next, you will need to provide your trading account details, including your unique account number, DP ID, and trading member's name.
05
If you wish to modify any specific information, clearly mention the section and field number that needs to be changed.
06
In case of any changes related to your demat account, provide the necessary details such as the depository participant's name, DP ID, and beneficiary account number.
07
If you want to make changes to your bank account details, mention the bank name, branch, account number, and IFSC code.
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Ensure that you review all the information you have provided and make any corrections if needed.
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Once you have filled out the formcdr completely, sign and date it.
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Who needs tradingdemat combined modification formcdr?

01
Anyone who holds a trading and demat account and requires modifications or updates to their account information needs the tradingdemat combined modification formcdr. This includes individuals who want to change personal details, bank account information, DP ID, beneficiary account number, or any other relevant information associated with their trading and demat account.
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Tradingdemat combined modification formcdr is a form used to make modifications to trading and demat accounts simultaneously.
Any individual or entity looking to make changes to their trading and demat accounts.
The form can be filled out by providing the necessary information about the desired modifications and submitting it to the relevant authority.
The purpose of the form is to streamline the process of making modifications to trading and demat accounts.
Information such as account details, modifications required, and supporting documents may need to be reported on the form.
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