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Step-by-Step Guide for Completing the Online Re-KYC Process

To keep your trading and demat account active and compliant with regulatory guidelines, it’s important to complete the Re-KYC process. Follow the steps below to update your information quickly and securely through our online portal.

Step 1: Access the Re-KYC Portal
  • Open the online Re-KYC portal using this Link.
  • Enter your Client Code and verify the OTP sent to your registered mobile number and email.

Step 2: Personal Details
  • Fill in the required personal details.
  • You may also request modifications to your Email IDMobile Number, and Address in this section.
    Note:- Address Confirmation/Verification is mandatory in this section.

Step 3: Bank Details Update
  • You can add or update your bank account details in this section.

Step 4: Segment Selection
  • Select the trading segments you wish to activate (e.g., Equity, F&O, Commodity, Currency).

Step 5: Nominee Details
  • Choose to Opt-In or Opt-Out for a nominee.
  • If opting in, provide the nominee’s required information.

Step 6: Other Details
  • Update your Annual Income and Net Worth information in this section.

Step 7: Document Upload
  • Upload the necessary documents as prompted.
  • Follow the DigiLocker process for secure verification and submission.

Step 8: E-Sign Process
  • Complete the REKYC and REKYC_KRA e-signing steps to finish the process successfully.

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