What are the PMS account opening requirements for NREs?

To open an NRE status PMS account, the following documents must be submitted at a branch along with a signed PMS account opening form. Use our branch locator to find a Geojit office near you for further assistance. 

Sl No.ParticularsRequirements
* 2 copies

* Self-attested
2.Foreign Address Proof
* 2 copies

* Self-attested
3.Passport Copy
* With valid visa page

* Required only if passport is not submitted as foreign address proof.
4.Resident Address Proof
* 2 copies

* Self-attested
5.PIS Letter Copy
* The PMS investment (a minimum of Rs. 50 lakhs) must be transferred to this account

* The PIS bank account must be with one of the following banks:
i. Axis Bank 
ii. BBK (Bank of Bahrain & Kuwait) 
iii. Federal Bank 
iv. HDFC Bank 
v. South Indian Bank
vi. IDBI
6.Nomination (PMS Account Opening Form)
Mandatory for PMS account
7.Demat Account Opening Forms & Related Documents
* A demat account must be opened for PMS

* Nomination is mandatory

Nomination is mandatory for both your PMS account and demat account linked to your PMS.

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