Personal Details Form - Client Onboarding

📋 Before You Begin:

Keep your PAN card, Aadhaar card, and bank details handy
This form takes approximately 10-15 minutes to complete
All fields marked with * are mandatory
Your information is encrypted and securely stored
You can download a PDF copy after submission

1. Personal Information

Full Name (as per PAN) *

Date of Birth *

Gender *

Marital Status

Father's / Spouse's Name

Mother's Name

Occupation *

Annual Income Range *

2. Contact Information

Mobile Number *

10-digit mobile number

Alternate Mobile

Email Address *

Residential Address *

City *

State *

PIN Code *

Country

3. KYC Documents

PAN Number *

10-character PAN (e.g., ABCDE1234F)

Aadhaar Number *

12-digit Aadhaar number

PAN Card Status *

Physical Card Available

e-PAN Downloaded

Applied (Pending)

4. Bank Account Details

Bank Name *

Account Number *

Confirm Account Number *

IFSC Code *

11-character IFSC code

Account Type *

Branch Name & Address

5. Investment Preferences

Investment Experience *

Investment Goal *

Long-term Wealth Creation

Retirement Planning

Child's Education

Tax Saving (80C)

Short-term Goals (1-3 years)

Emergency Fund Creation

Risk Appetite *

Not sure? Take our Risk Assessment Quiz

Preferred Investment Amount (Monthly SIP)

Investment Horizon (Time Frame)

6. Nominee Details (Recommended)

Nominee Name

Relationship with Nominee

Nominee Date of Birth

Nominee Address

7. Additional Information

How did you hear about us?

Referral Code (if any)

Additional Comments / Special Requirements

⚠️ Declaration & Consent

By submitting this form, you declare that all information provided is true and accurate. You authorize NovaRock Advisory to use this information for account opening and investment advisory services in accordance with our Privacy Policy and Terms of Service.

I hereby declare that the information provided above is true and accurate to the best of my knowledge. I authorize NovaRock Advisory to use this information for account opening and investment advisory services. *

I have read and agree to the Terms & Conditions and Privacy Policy. *

Please review all information carefully before submitting.

Privacy & Security Notice: All information submitted through this form is encrypted and stored securely. NovaRock Advisory is committed to protecting your personal information in accordance with applicable data protection laws. Your data will only be used for the purposes of account opening, investment advisory services, and regulatory compliance. We will never share your information with third parties without your explicit consent, except as required by law.