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Investor Onboarding Process Note

FAQ and Support Resources

Account Opening Forms

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Sample Forms

Resident (Kotak)

Resident - Foreign National

HDFC NRI

HUF

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LLP

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Trust - (Individual Trustee)

Trust - (Non Individual Trustee)

Account Update Forms

KYC Update - Kotak

Change of Distributor

Kotak Closure- Ind / Non Ind

Kotak Closure- NRI

HDFC Closure - NRI

Miscellaneous

Distributor - Addendum For Online Access

Marcellus Power of Attorney (PoA)

CCP-Kotak-DIR

KCP-DIR-Kotak

Address

Marcellus Investment Managers
929, DBS Business Centre, Kanakia Wall Street
Andheri-Kurla Road, Andheri – East, Mumbai - 400 093