Forms & Documents
Download all the necessary forms and documents required for your mutual fund investments with Aadvik Asset Distribution.
Common Transaction Form
For existing unit holders to manage additional purchases, redemptions, switches, and STP requests in mutual fund schemes.
Additional purchases
Redemptions & switches
STP/SWP management
FATCA Declaration - Individuals
Required declaration for tax compliance and CRS (Common Reporting Standard) purposes for individual investors.
Tax residency information
FATCA compliance
CRS declaration
KYC Form - Non-Individuals
Know Your Customer documentation required for corporate entities, partnerships, trusts, and other non-individual investors.
Entity verification
Business documentation
Authority verification
Individual KYC Form
Complete Know Your Customer form for individual investors. Required for new mutual fund investments and account opening.
Identity verification
Address proof
PAN & Aadhaar details
Need Help?
Our team is here to assist you with filling out these forms. Please contact us if you have any questions or need guidance on the documentation process.
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