Step 3: Physical Signature of Forms

  1. Once you are done with the e-Kyc send us a signed scan of the forms mentioned below. 

  2. Please email these filled docs to: sraval@phillipcapital.in, anubhav@prescientcap.com, standon@phillipcapital.in, ushah@phillipcapital.in, and sonal@prescientcap.com.

  3. Once you have sent these docs, Santosh from Phillips will review them and confirm.

  4. The forms also need to be couriered to Santosh at the address given below:

    PhillipCapital (India) Private Limited

    No. 1, 18th Floor, Urmi Estate,

    95 Ganpatrao Kadam Marg,

    Lower Parel West, Mumbai 400013

    Tel: +9122 6655 1235/1245 (D)

    Mob: +91 9930148231 

Form Name Description Download Blank Download Sample
Nomination Form Please nominate anyone in your family. Physically fill the form. Sign it. Send PAN AND/OR ADHAR of the nominee to us/Phillips. Download Download
Declaration for e-sign and kyc Sign it and send a scan back to us/Phillips Download Download
NACH SEBI mandates brokers to transfer back the cash portion of the investment corpus into a client's bank account on a quarterly basis. This can cause undue hassle in the investing process and also to you. The NACH form helps the broker access your account and transfer the exact amount back into your account. Request you to kindly fill the same by adding:
  • Bank A/c no of the account shared with Phillips
  • Bank Name
  • IFSC or MICR code
  • Phone No
  • Email ID
  • Sign on both the pages. Also, pls make sure the signatures match those given to the bank.
Download Download
Declaration for adding email id Sign the declaration for adding my email id as a secondary email id for receiving and maintaining contract notes and MIS. Download Download
Declaration for Mutual funds Sign the declaration for us to keep surplus liquid funds in overnite Mutual funds. This is an undertaking from your side that you understand the risk of investing in mutual funds. We keep the liquid capital parked in overnite funds with RBI. Download Download
POA to Broker Limited POA signed with the broker to be able to access your DEMAT account and be able to sell on your instructions This is a standard doc required by all digital brokers. Download Download
Authorization to Prescient Capital Sign the attached authorization document to authorize us at Prescient Capital to help you in execution of trades with Phillips Capital. This way you do not have to authorize daily trades. You can keep the account ID blank. We will fill it when the account opens. Download Download

Nomination Form

Please nominate anyone in your family. Physically fill the form. Sign it. Send PAN AND/OR ADHAR of the nominee to us/Phillips.

Download Blank Download Sample

Declaration for e-sign and kyc

Sign it and send a scan back to us/Phillips

Download Blank Download Sample

NACH

SEBI mandates brokers to transfer back the cash portion of the investment corpus into a client's bank account on a quarterly basis. This can cause undue hassle in the investing process and also to you. The NACH form helps the broker access your account and transfer the exact amount back into your account. Request you to kindly fill the same by adding:

  • Bank A/c no of the account shared with Phillips
  • Bank Name
  • IFSC or MICR code
  • Phone No
  • Email ID
  • Sign on both the pages. Also, pls make sure the signatures match those given to the bank.

Download Blank Download Sample

Declaration for adding email id

Sign the declaration for adding my email id as a secondary email id for receiving and maintaining contract notes and MIS.

Download Blank Download Sample

Declaration for Mutual funds

Sign the declaration for us to keep surplus liquid funds in overnite Mutual funds. This is an undertaking from your side that you understand the risk of investing in mutual funds. We keep the liquid capital parked in overnite funds with RBI.

Download Blank Download Sample

POA to Broker

Limited POA signed with the broker to be able to access your DEMAT account and be able to sell on your instructions This is a standard doc required by all digital brokers.

Download Blank Download Sample

Authorization to Prescient Capital

Sign the attached authorization document to authorize us at Prescient Capital to help you in execution of trades with Phillips Capital. This way you do not have to authorize daily trades. You can keep the account ID blank. We will fill it when the account opens.

Download Blank Download Sample