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Prakala Wealth Management Private Limited: Wealth Managers To The World

Prakala Wealth Management Private Limited is requesting specific information from investors to complete their mutual fund applications. The required details include personal information, nominee details, bank information, and income details. This information is essential for processing the application efficiently.

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32 views2 pages

Prakala Wealth Management Private Limited: Wealth Managers To The World

Prakala Wealth Management Private Limited is requesting specific information from investors to complete their mutual fund applications. The required details include personal information, nominee details, bank information, and income details. This information is essential for processing the application efficiently.

Uploaded by

sathisha123
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

P

W Prakala Wealth Management Private Limited


M Wealth Managers To The World

Registered Office: First Floor • 2/102, Third Street • Karpagam Avenue • R.A. Puram • Chennai – 600 028 •
Tel: (044) 4202-0942/ 4207-3710 • E-mail: PrakalaWealth@[Link] Mobile /Whatsapp
-8939117522/9962605666

Dear Investor,

Please provide us the following details to enable us filling your mutual fund application:

1. Name of the Investor:

2. Date of Birth:

3. Address for Communication:

4. Mother Name:

5. Overseas Address in Case of NRIs:

6. Telephone No.: Indian Mobile No.:


Foreign Mobile No:

7. E-mail:

8. Name & Relationship of the Nominee:

9. DOB of Nominee:

10. Address of the Nominee (if different from that of the applicant):

11. Bank details: We will take it from the cheque (if it is your own cheque) provided by you. If not, please
give the following details separately: IFSC Code, MICR Code, Account Number, & Branch Contact
Details.

12. Preferred SIP Date (write the preferred week (1 st, 2nd, 3rd, 4th)/ date):

13. Name as in bank records:

[Link]
P
W Prakala Wealth Management Private Limited
M Wealth Managers To The World

Registered Office: First Floor • 2/102, Third Street • Karpagam Avenue • R.A. Puram • Chennai – 600 028 •
Tel: (044) 4202-0942/ 4207-3710 • E-mail: PrakalaWealth@[Link] Mobile /Whatsapp
-8939117522/9962605666

14. Annual Income:

15. PAN #:

16. Place of Birth:

17. Country of Birth:

18. Tax Identification Number ( If NRI):

19. In case of NRI please provide Indian Mobile Number:

[Link]

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