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Guides

Investor Onboarding Process Note

FAQ and Support Resources

Account Opening Forms

Direct

Distributor

Advisory

STP

Direct

Distributor

Advisory

Sample Forms

Resident (Kotak)

Resident - Foreign National

NRE

NRO

HUF

Corporate

LLP

Partnership

Trust - (Individual Trustee)

Trust - (Non Individual Trustee)

Account Update Forms

Email Address / Mobile No. Update - Individual ( Kotak )

Email Address / Mobile No. Update - Non Individual ( Kotak )

Address Update - Individual

Address Update - Non Individual

Kotak Closure- Ind / Non Ind

Kotak Closure- NRI

HDFC Closure - NRI

Add/Change Nominee - Kotak

Miscellaneous

Distributor - Addendum For Online Access

Marcellus Power of Attorney (PoA)

Distributor Code Change Form

Direct

Distributor

Advisory

Fee Change Form

Direct

Distributor

Advisory

Address

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