Account Opening procedure

    As of now, we are not onboarding any new clients. Please note that we do not have an online account opening process. All account openings will be handled through our offline account opening kit (KYC Form).

    Step 1 Please visit Our Office

    Step 2 With following Document (Original)

    Identify Proof :

    • PAN (compulsory)

    • Passport

    • Voter ID

    Address Proof (any one) :

    • Passport

    • Voter ID, Driving License

    • Bank Passbook

    Bank Details :

    • Latest Bank Statement or ITR copy

    • one cancel Cheque with 2 Latest Photos

    • Bank Passbook

    Step 3 Sign the Physical Form

    Step 4 Appoint Nominee

    Procedure for Filing a Complaint:

    Step 1:

    A Investor (Complainant) can file/ lodge a complaint in various ways as mentioned below:

    Via Call at the Customer Care number: 9819209471

    Via Email at nehainvestment@yahoo.com / info@nehaco.com by his/her registered Email Id

    Via Investor Grievances Escalation Matrix displayed on the website.

    Step 2:

    The complainant needs to mandatorily provide or mention his/ her Name, UCC, PAN, Email Id and Mobile number while lodging a complaint through any of the modes mentioned above.

    Step 3:

    A correspondence either by E-mail or any other channel of communication (where audit trail can be maintained), shall be made with the complainant who has submitted a written query/ complaint acknowledging receipt of the complaint with a Query Id.

    Process to find the status of the Complaint:

    Once the Query id is generated, the complainant can check/track the status from their respecting login which was provided at the time of account opening under

    Help & Support section > Registered Queries.

    Parallelly, the communication is sent to the client's registered Email Id and Mobile number along with the solution as soon as the query id is marked as executed.