We (Klay Securities Private Limited) have an offline/physical account opening process in place. wherein interested clients can collect an account opening form by visiting our office, or the form can be handed over to him/her in person by our relationship manager upon specific request.
Client needs to fill out this form with respect to his personal details, such as full name, address, phone number, email, PAN No. & Bank Account details, Nomination choice etc. and shall attach all the required list of documents which includes a proof of identity, proof of address, latest photograph, Bank account & proof of income etc.
Client will also be expected to read and understand the documents stating rights & obligations of stock broker/ depository participant and client/beneficial owner and document detailing risk associated with dealing in securities market which is part of the application form. These documents will state the client's responsibilities as a trader/investor, and that of your stock broker/depository participant.
Once the documents are verified and In-Person Verification (or IPV) is done, we shall process the client's account opening application. Thereafter, the client will be given his Beneficial Owner Identification Number (or BOID) and Unique Client Code (UCC) for trading with Klay Securities Private Limited.
Clients shall also receive additional confidential credentials - such as a Login ID and key for accessing online portals and placing trades.