As an investor, the first step is to have a bank account with IDFC FIRST Bank in order to open a 3-in-1 account with Zerodha. Underneath mentioned are the documents which are required:
- Aadhaar card
- PAN card
- The eSign process can be authenticated only with an OTP. You will receive OTP on your mobile number which is directly linked to your Aadhar Card. If any of these cases happen:
- Your Mobile Number is not updated in the Aadhar Card directory
- You are unable to receive the OTP on your dedicated mobile number
- The mobile number linked to your Aadhar Card is inactive. In all of these circumstances, you are required to contact your nearest Aadhar Seva Kendra to have the updated information.
- Your IDFC First Bank statement of account
- Your recent clicked photo and a scanned copy of your signature are requisite that are to be uploaded
- Income proof
As per the company policies, it is mandatory to submit your income proof to start investing in Futures and options – Equity, Commodity, and Currency. Below mentioned are the income documents that you can submit to smooth the process:
- Form-16
- IT acknowledgment copy
- 6-month Bank statement
- Latest salary slip
- Demat holding statement, or
- A CA certifying your net worth
