Mentally challenged clients or those with multiple disorders cannot open a Zerodha account online. Guardians must complete the offline account opening process on behalf of the client.
Required documents and forms
Guardians must sign and submit the following documents in the presence of a Zerodha representative:
Application form
- Equity application form (PDF).
- Submitting DDPI (PDF) is optional. Clients who have opened accounts online can use the CDSL TPIN to authorise the debit of securities.
-
KYC application form
(PDF)
for both the client and the guardian.
Refer to the sample copy (PDF) for guidance.
Supporting documents
- Disability certificate from the Department of Empowerment of Persons with Disabilities showing the percentage of disability
- Notarised and self-attested copy of the certificate of guardianship
- Passport-size photographs of the client and the guardian to affix and sign across on the applications
- Self-attested PAN copies of the client and guardian with the signature under Applicant signature
- Self-attested address proofs of the client and guardian. Any one of the following documents: Driving licence, voter ID, passport, Aadhaar card. If submitting Aadhaar as proof, ensure a masked Aadhaar is submitted.
- A bank account proof in the client's name. The bank proof can be one of the following: A personalised cancelled cheque with the name printed on it, bank statement, bank passbook copy with the bank account number, bank logo, seal, MICR, and IFSC code clearly visible.
Instructions for filling forms
Follow these requirements when completing the account opening forms:
-
Fill in all details, including witness details, on the declaration form
How to schedule a representative visit
Create a ticket from the registered email ID to schedule a visit from a Zerodha representative. Zerodha does not charge any fees for the representative to visit the residence.
The account will be opened within 72 working hours once Zerodha receives the completed forms at the head office.
Need help? Call on 080 4719 2020 or 080 7117 5337 or create a ticket.