Downloads

Client Bank Account Details

The new client login is available at https://bo.innovatesec.com. Username is your Trading Code and Password is your PAN Number.

Forms

Combined Account Opening Forms Size: 7.602 MB

New Account Opening Process Size: 6.361 MB

Account Modification Form Size: 60.048 KB

Account Closure Form Size: 50.256 KB

Nomination Form Size: 378.125 KB

CKYC Form Size: 1.644 MB

Policies

Policies & Procedures Size: 2.818 MB

Facsimile Policy Size: 89.398 KB

Internal Policy on Applicability of NISM Size: 74.541 KB

Internal Shortage Policy Size: 4.284 KB

PMAL Alerts and Report Size: 176.842 KB

Policy for Dormant Inactive Account Size: 70.2 KB

Policy of Inactive Dormant Client Account Size: 145.218 KB

Policy of Internal Control Size: 14.812 KB

Policy of Outsource of Activity Size: 66.306 KB

Policy of RMS Size: 43.62 KB

Policy on CLD Modifications Size: 64.217 KB

Policy on Conflict of Interests Size: 129.35 KB

Policy on Identification of Beneficial Ownership of Client Size: 180.257 KB

Policy on Limit Setting Size: 6.035 KB

Policy on PMLA Size: 282.748 KB

Policy on Pre Funded Instruments and Electronic Fund Transfer Size: 19.831 KB

Policy Suerveillance Size: 90.5 KB

Terms and Conditions for Receiving SMS Alerts from CDSL Size: 1.136 MB

Disclosures

Investor Charters

Investor Charter for Stock Brokers Size: 392.825 KB

Investor Charter - March 2024 Size: 1.17 MB

Investor Charter - February 2024 Size: 1.171 MB

Investor Charter - January 2024 Size: 1.163 MB

Investor Charter - December 2023 Size: 1.169 MB

Investor Charter - November 2023 Size: 1.169 MB

Investor Charter - October 2023 Size: 1.161 MB

Investor Charter - September 2023 Size: 1.169 MB

Investor Charter - August 2023 Size: 1.162 MB

Investor Charter - July 2023 Size: 1.17 MB

Investor Charter - June 2023 Size: 1.169 MB

Investor Charter - May 2023 Size: 1.169 MB

Investor Charter - April 2023 Size: 1.168 MB

Investor Charter - March 2023 Size: 1.167 MB

Investor Charter - February 2023 Size: 1.167 MB

Investor Charter - January 2023 Size: 1.168 MB

Investor Charter - December 2022 Size: 1.165 MB

Investor Charter - November 2022 Size: 1.202 MB

Investor Charter - November 2022 Size: 1.202 MB

Investor Charter - October 2022 Size: 1.164 MB

Compliance Data

New Account Opening Process Size: 6.361 MB

Demat Charges Size: 5.91 MB

Procedure for Filing a Complaint on the Designated Email Id Size: 111.104 KB

Rights & Obligations (English) Size: 3.353 MB

Rights & Obligations (Hindi) Size: 674.468 KB

Risk Disclosure (Hindi) Size: 401.995 KB

Dos & Don'ts (English) Size: 1.308 MB

Dos & Don'ts (Hindi) Size: 518.702 KB

Dos & Don'ts (Gujarati) Size: 97.964 KB

Mandatory Updation of Certain Attributes of KYC of Clients Size: 156.452 KB

All Compliance Details Size: 130.203 KB