What is the procedure to open a Geojit trading and demat account for an HUF?
To open an HUF account, the following documents must be submitted at a branch along with a filled and signed account opening form. Use our branch locator to find a Geojit office near you.
A. HUF Documents:
| Sl No. | Documents | Requirements |
|---|---|---|
| 1. | PAN | * HUF seal with designation (Karta) * Signature of the Karta |
| 2. | Address Proof | * HUF seal with designation (Karta) * Signature of the Karta * Accepted proofs: i. Registered lease/ Sale agreement of residence. ii. Utility bills (not older than 2 months) - telephone bill (landline)/electricity bill/gas bill iii. Bank account statement/Passbook (not older than 2 months) iv. Certificate of Incorporation/Formation v. GST Certificate vi. Latest ITR |
| 3. | Bank Account Proof | * HUF seal with designation (Karta) * Signature of the Karta * Accepted proofs: i. Passbook ii. Bank statement |
| 4. | HUF Deed or Declaration Copy/List of Coparceners | * HUF seal with designation (Karta) * Signature of all members/coparceners. (For minor , the signature of Guardian is needed) |
| 5. | Proof for Derivatives Trading and/ or Commodity Categorisation (if required) | * HUF seal with designation (Karta) * Signature of the Karta * Accepted proofs: i. Latest Networth Certificate ii. Bank Statement of the last 6 months iii. Latest ITR (Income Tax Return) |
B. Karta Documents:
| Sl No. | Documents | Requirements |
|---|---|---|
| 1. | Passport size photo (2) | |
| 2. | PAN | Self-attested |
| 3. | Address Proof | Self-attested |
| 4. | CKYC Form | * If the Karta is KYC registered, their CKYC number must be provided * If the Karta is not KYC registered, fill in the CKYC form in the account opening booklet. |
Download the required forms:
