Account Opening Procedure

Opening a PMS account with 2Point2 Capital Advisors LLP is a simple and straight-forward process through Digital (Aadhaar based E-sign) and Physical mode. The process will consist of the below key documents:

1. Demat Account Opening form
2. Client Agreement with 2Point2 Capital Advisors LLP
3. KYC documents
4. Custodian form

The account opening process is as follows.

Send us a scanned copy of your PAN card, Address proof, Cancelled cheque and photo of your wet signature

Based on the above, we will prepare the required forms and send them to you for signatures

You are required to go through the agreement in detail and sign the forms

For Physical Mode: Send us the signed paper work along with self attested KYC documents

Upon receipt of the documents, 2Point2 will process the paper work within a week

For NRI and Non-Individual accounts, there are a few additional forms/documents which will come along with the account opening documents