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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)

CCP-Kotak-DIR

KCP-DIR-Kotak

Distributor Code Change Form

Direct

Distributor

Advisory

Address

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