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Branch Inward DetailsKotak Securities Ltd. Kodak Infinity, 8th floor, Building No 21, Infinity Park, Off Western Express Highway, Gen A. K. Vienna Mary, Malay (E), Mumbai 400097.ERA KYC COMMON Update

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How to fill out demat and custody account

01

Contact a Depository Participant (DP) to open a demat account by filling out the account opening form.

02

Submit necessary documents such as proof of identity, proof of address, and PAN card along with the account opening form.

03

Once the account is opened, link it with your trading account to trade in securities.

04

Regularly monitor your demat account for any transactions or holdings.

05

For a custody account, contact a custodian to open the account and follow their specific instructions.

Who needs demat and custody account?

01

Investors who trade in securities such as stocks, bonds, mutual funds, etc. need a demat account to hold their securities electronically.

02

Institutional investors like mutual funds, insurance companies, and foreign institutional investors need custody accounts to safeguard their clients' assets.

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What is demat and custody account?

Demat account is an account to hold securities in electronic form while custody account is an account to hold securities on behalf of clients.

Who is required to file demat and custody account?

Investors and financial institutions are required to file demat and custody account.

How to fill out demat and custody account?

Demat and custody account can be filled out online through the respective platforms provided by the stock exchanges or financial institutions.

What is the purpose of demat and custody account?

The purpose of demat and custody account is to securely hold and manage securities in electronic or physical form.

What information must be reported on demat and custody account?

Information such as details of securities held, transactions made, client information, and account status must be reported on demat and custody account.

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