PERSONALISED INVESTMENT MANAGERS

Client Registration Details

PART A

Sign up with Sinhasi

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

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Type: PDF

2. Letter of Engagement

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

DOWNLOAD NOW

Type: PDF

3. Contact Registration Details

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

DOWNLOAD NOW

Type: PDF

4. SEBI Redressal Form

DOWNLOAD NOW

Type: PDF



PART B

Your Investment Details

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

DOWNLOAD NOW

Type: MS Word

2. Monthly Budget Checklist

Helps us to understand your monthly needs and annual expenses

DOWNLOAD NOW

Type: MS Excel


PART A

Sign up with Sinhasi

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

DOWNLOAD NOW

Type: PDF

2. Letter of Engagement

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

DOWNLOAD NOW

Type: PDF

3. Contact Registration Details

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

DOWNLOAD NOW

Type: PDF

4. SEBI Redressal Form

DOWNLOAD NOW

Type: PDF



PART B

Your Investment Details

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

DOWNLOAD NOW

Type: MS Word

2. Monthly Budget Checklist

Helps us to understand your monthly needs and annual expenses

DOWNLOAD NOW

Type: MS Excel