To invest in , keep them ready to submit in person at the branch
- Photocopy of the Passport:
- Copy of valid Visa / Work / Residence Permit (the visa could be either in the passport or given separately)
- Proof of Mailing Address (local or foreign address as selected on the accounting opening form)
- Latest photograph (passport sized)
- Initial Payment for each account or deposit selected
- Profile sheet for each account holder
To invest in , keep them ready
- Duly filled Client Relationship Form (Individual or Corporate), Demat Account Opening Form.
- Duly executed and stamped Depository Participant Client Agreement supplied by the Bank.
- A photograph of each holder/signatory to be pasted on the form and signed across.
- A copy of Passport/ Ration Card/ Voter's ID card/ Bank attestation for identification.
- Nomination form (if required)
To invest in , keep them ready
- 6 months bank statement from domestic (NRE / NRO / FCNR / NRNR) account and salary / active international account
- Copies of valid passport and visa
- Last six months salary slips
- Salary certificate
- Appointment letter/employment letter / contract copy
- Power Of Attorney in favour of a local applicant
There is no documentation required to purchase gold.
When you are at the Kotak Mahindra Bank branch:
- Fill the Gold Requisition Form
- Mention the weight & quantity of the gold bars required in numbers & words & the mode of payment
- Submit the gold bar application form along with the cash / debit instructions on your savings / current account or locally payable DD/BC at the teller counter
- The Teller will accept & process your requirement and deliver the gold bar along with the Invoice to you.
There is no documentation required to avail for Insurance.