Client Registration Details

1. KYC (Know Your Client) Form

Helps us to understand your risk profile which forms the basis for
investment recommendation & suggestions.

▼*THINGS TO KEEP READY

• One Passport Photograph
• One Address Proof - Passport, Latest Bank Statement, Aadhar, Driving License
• One ID proof - Passport, Latest Bank Statement, Aadhar, Driving License, Pan Card
• Copy of PAN Card

2. Letter of Engagement

Your Selection of the service you have opted for with Sinhasi i.e. Advisory or Distribution.

3. Contact Registration Details

Preferred Email ID & Contact Number for all future communication related to Sinhasi.

4. SEBI Redressal Form

1. Investment Checklist

Helps us to understand your investment details and goals for us to prepare your base invest plan & suggestions

▼*THINGS TO KEEP READY

Kindly keep all your current statement of Investments,
real estate, life Insurance, health insurance & other
investment details ready

2. Monthly Budget Checklist

Helps us to understand your monthly needs and annual expenses