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We have collected all the forms related to your need in one place so that you don't have to hassle around the whole web for the same.

KYC Form

Each investor has to under go Know Your Customer process only once in the securities market.

FATCA Form

Investors have to provide the information in the stand alone Foreign Account Tax Compliance Act declaration form.

Client Registration Form

Account helps you to invest in all mutual funds using a single platform.

ACH(One-time) Mandate

Implementing Automated Clearing House mandate will allow transactions to be cleared in real-time mode.

MF Forms Offline

Investment in mutual funds at your ease in any fund house of your choice shown below. We have gathered all the common, STP, SIP forms with ARN and EUIN code attached so that you can track all your investment with us.

Income Tax Forms

We have collected all the forms related to Income tax at one place, according to your needs to get relief from tax from Investment, property, etc; for your ease and to save time so that you don't have to hassle around to find each of them throughout the site.

KYC Forms

Know your customer (KYC) is the process of a business verifying the identity of its clients. Know your customer processes are also employed by companies of all sizes for the purpose of ensuring their proposed agents, consultants, or distributors are antibribery compliant.

# Document Type Link
1 Central KYC
2 KYC Non-Individual Form
3 Annexure KYC Non-Individual Form

FATCA/UBO Forms

# Document Type Link
1 FATCA Individual Forms
2 FATCA Corporate Forms
3 UBO Forms

Download Challan Forms

PAN Forms

Permanent Account Number (PAN) is a code that acts as identification of Indians, especially those who pay Income Tax. It is a unique, 10-character alpha-numeric identifier, issued to all judicial entities identifiable under the Indian Income Tax Act 1961.

# Document Type Link
1 PAN 49A New Form
2 PAN Change Form

Miscellaneous Downloads

We gathered all the forms and documents related to financial education, investments and disclosure here at single place

Disclaimer & Risk Factors :

www.pankajladha.com is the official website of Invest Aaj for Kal. The content provided on this website is for informational and educational purposes only and should not be construed as an offer, solicitation, or recommendation to buy or sell any financial products.

We exclusively deal in Regular Plans of Mutual Funds and earn a trailing commission from Asset Management Companies (AMCs). Clients do not incur any direct charges for our services. While Direct Plans with a lower expense ratio are available industry-wide, they are not included in our service offerings.

All tools, calculators, and external links available on this website are for illustration purposes only and do not guarantee accuracy or future performance.

Investments in Mutual Funds are subject to market risks, including the potential loss of principal invested. Mutual Fund schemes do not guarantee or assure returns, and past performance is not indicative of future results. There is no certainty that any scheme will achieve its stated investment objectives.

Investors are strongly advised to read all scheme-related documents carefully before investing. It is crucial to evaluate factors such as exit loads, expense ratios (TER), and other applicable charges to make informed investment decisions.