1. E-KYC Presentation
By:
Karvy Stock Broking Ltd

2. Steps Involved In e-KYC
Fill Online Application Form
Authenticate yourself with Pan & Aadhar details
Personalised cheque leaf duly signed & Recent passport size photograph
In Person Verification
Digital Signature

3. Register here with the required details

4. Enter OTP sent by KSBL to the registered mobile number

5. To switch to aadhar based a/c opening process, click on ‘Wish to change my address’. And then click on ‘Using my address in aadhar’

6. Click on ‘OK’ to proceed
This is the procedure for application
through aadhar card

7. Enter your aadhar number and registered email id for fetching your details from aadhar and submit

8. Click on 'I Accept' to continue with the process

9. Enter the OTP sent by aadhar to mobile number registered with aadhar card & submit

10. The required details are populated from your aadhar card
The required details are populated from your aadhar card. Only to be filled are Father’s Name & Marital status

11. The required details are populated from your aadhar card.

12. The required details are populated from your aadhar card.
If the RM is assisting client in opening the account then enter his employee code here

13. Fill in your details, click on ‘Additional Information’ to proceed

14. Field to be filled here are Income, Net worth as on date, Occupation,
No. of years of experience
Click here to enter the detail for FATCA

15. Enter the details Place of Birth, Address and Source of Wealth
Enter the details Place of Birth, Address and Source of Wealth. Click on ‘Next’ to proceed

16. Enter your Bank account no. & IFSC
Upload scan copy of Personalised cheque leaf duly signed here

18. If the cheque is not personalised then select ‘Non Personalised’ & submit bank statement

19. Select option 1 if you want to open fresh Demat a/c

20. Upload wet signature

21. Enter your nominee details here and click on ‘Next Step’ to proceed

22. Select the exchange segment here

23. Click on ‘I accept’ to proceed

24. Click on ‘I Accept’ to proceed

25. View your application here. Scroll down to view complete application

26. Click on ‘Continue’

27. Process is complete and a system generated email will be send to the registered email id

28. A system generated mail will be send to customer’s registered email id for IPV process

29. Click on the link to complete
the process

30. Enter the OTP sent by aadhar to mobile number registered with aadhar card & submit

31. Procedure for Application through Pan Card

32. Select option 2 if you want to provide new address for account opening

33. Fill the mandatory fields in the application to proceed
Upload Passport size photograph

34. Upload Pancard here

35. Upload your address proof here

36. Fill in your personal information here

37. Fill in additional information and click on ‘Next’ to proceed
Click here to enter
Fatca detail
Fill in additional information and click on ‘Next’ to proceed

38. Enter your Fatca detail

39. Enter your Bank account details and click on ‘Next step’ to proceed

40. Upload personalised check here, incase you do not have personalised cheque then upload bank statement

41. Select option 1 if you want to open a fresh Demat a/c

42. Select option 2 if you want to link your existing Demat a/c

43. Select the exchange segment you wish to trade in

44. Click on ‘I Accept’

45. Click on ‘I Accept’

46. Click here to ‘Continue to IPV’

47. Click here to ‘Continue’ to proceed

48. You will receive a confirmation mail on registered email id

49. The leads get assigned to the Relationship Manger.
RM has to take the print of PDF of KYC form(pre-filled), obtain customer signature & upload on Zeus for activation.
Post activation dispatch the form to CRD

50. Happy Investing!!
Thank You