Account Opening Procedure
Opening a PMS account with Spice Route Advisors LLP is a simple process. The process will consist of the below key documents:
Demat Account Opening form
Client Agreement with Spice Route Advisors LLP
KYC documents
Custodian Form
The account opening process is as follows.
01
Send us a scanned copy of your PAN card, Address proof, Cancelled cheque and Photo
02
Based on the above, we will prepare the required forms and send them to you for signatures
03
You are required to go through the agreement in detail and sign the forms
04
Send us the signed paper work along with self-attested KYC documents
05
Upon receipt of the documents, Spice Route Advisors will process the paperwork within a week
For NRI and Non-Individual accounts, there are a few additional forms/documents which will come along with the account opening documents