Identity
PAN and accepted identity/address proof as requested by the authorised KYC provider.
DOCUMENT GUIDE
Prepare clear, valid documents
Use this checklist before opening the secure portal. Do not email unmasked Aadhaar, OTPs, passwords or banking credentials.
Bank
Cancelled cheque or accepted proof showing investor name, account number and IFSC.
Tax declarations
FATCA/CRS details, tax residency, country of birth and TIN where applicable.
Nomination
Nominee details or a valid opt-out declaration according to current process requirements.
Important: This website is not a document repository. Complete sensitive submissions only through the secure portal or assisted offline process.
Open Investwell securely