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ReportName: Cash Script Summary
Report Generated On:	ClientCode:
ClientName:	PanNo:
Financial Year:	RC Details:

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Freeze / Unfreeze Demat Account

You can freeze / Unfreeze your account if you detect any suspicious activities

Important Information:

Immediate logout and temporary suspension will be enforced for any unauthorized user accessing your account.
You won't be able to trade while your account is frozen.
This block is temporary, and you have the option to unfreeze your account whenever you wish.

Disclaimer: Please close all your open positions and cancel all pending orders before freezing your account.

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	I/we declare that the particulars given by me/us above are true and to the best of my/our knowledge.
	I/we agree and undertake to intimate the DP any changes in the details/particulars mentioned by me/us in this form.

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BSDA

Want to apply for BSDA ?

Kindly take print and send us duly filled and signed BSDA form on following (Download PDF)

Address: Pantomath Nucleus House, Saki Vihar Road, Andheri (E), Mumbai, Maharashtra 400072.

Kindly take print and send us duly filled and signed DDPI form on following address(Download PDF)

Address: Pantomath Nucleus House, Saki Vihar Road, Andheri (E), Mumbai, Maharashtra 400072

EQUITY SEGMENT

OTHER DETAILS

Segment and Brokerage Details

Trading Preference
DP Tariff
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Notification No.	-

Account Status	Inactive
Trading Status	Inactive
Delivery Brokerage	0
Intraday Brokerage 1	0
Intraday Brokerage 2	0
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Turnover
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Account Status	Inactive
Trading Status	Inactive
Future 1st Leg	0
Future 2nd Leg	0
Index Option Per Lot	0
Stock Option Per Lot	0

Account Status	Inactive
Trading Status	Inactive
Future 1st Leg	0
Future 2nd Leg	0
Index Option Per Lot	0
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Account Status	Inactive
Trading Status	Inactive

Account Status	Inactive
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Declaration

I/We hereby declare that the name being updated here belongs to me/us. further, I authorise Asit C. Mehta Investment Interrmediates Ltd. to use this name in the KRA and demat account that I hold with Asit C. Mehta Investment Interrmediates Ltd.

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Declaration

I/We hereby declare that the mobile number being updated here belongs to me/us. Further, I authorise Asit C .Mehta Investment Interrmediates Ltd. . to use this to send me any information/ alert/ SMS. This change will affect the Trading and Demat account that I hold with Asit C .Mehta Investment Interrmediates Ltd.

Declaration

I/We hereby declare that the mobile number being updated here belongs to me/us. Further, I authorise Asit C .Mehta Investment Interrmediates Ltd. . to use this to send me any information/ alert/ SMS. This change will affect the Trading and Demat account that I hold with Asit C .Mehta Investment Interrmediates Ltd.

Declaration

I/We hereby declare that the mobile number being updated here belongs to me/us. Further, I authorise Asit C .Mehta Investment Interrmediates Ltd. . to use this to send me any information/ alert/ SMS. This change will affect the Trading and Demat account that I hold with Asit C .Mehta Investment Interrmediates Ltd.

Account Closure

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MF SIP:		Please click on i button to check list of shares available in account.

Declaration

In case of Account Closure due to SHIFTING OF ACCOUNT:

I/We declare and confirm that all the transactions in my/our demat account are true/ authentic.

I agree all terms and conditions

Reason for closing your account:

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Declaration

I/We hereby declare that the email address being updated here belongs to me/us. Further, I authorise Asit C .Mehta Investment Interrmediates Ltd. . to use this to send me any information/ alert/ SMS. This change will affect the Trading and Demat account that I hold with Asit C .Mehta Investment Interrmediates Ltd.

Declaration

I/We hereby declare that the email address being updated here belongs to me/us. Further, I authorise Asit C .Mehta Investment Interrmediates Ltd. . to use this to send me any information/ alert/ SMS. This change will affect the Trading and Demat account that I hold with Asit C .Mehta Investment Interrmediates Ltd.

Declaration

I/We hereby declare that the email address being updated here belongs to me/us. Further, I authorise Asit C .Mehta Investment Interrmediates Ltd. . to use this to send me any information/ alert/ SMS. This change will affect the Trading and Demat account that I hold with Asit C .Mehta Investment Interrmediates Ltd.

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Select Relation

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{

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Declaration

1. For validating with UIDAI and updating my/our Aadhaar number with ACMIIL.

2. For collecting, storing, using, authenticating, my/our Aadhaar number and demographic information in accordance with Aadhaar Act, 2016 and Prevention of Money Laundering Act, 2002 (PMLA) and respective regulations made thereunder for all services provided by ACMIIL including future services.

3. For sharing / disclosing my/our Aadhaar number including demographic information with Government and its agencies as prescribed/notified by government, SEBI, Exchanges, Depositories, Asset Management Companies, Registrar and Transfer Agents and affiliates, associates and group companies of ACMIIL.

Raise New Ticket

You can raise new ticket here. Once it is approved by our executive, it will get added in your tickets table along with Ticket ID and Status.

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{

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Your Request Had Been Submitted

Terms And Conditions for TARIFF PLAN

Important Points:

1.Customers who are Inactive and have NIL holding except BSDA will be charged RS. 250/- as depository charges. All the New demat accounts will be on default plan namely “Invest” with annual charge of Rs.250.00 + GST charges. Every transaction as described in Table 3 above, including buy and sale transactions, will be charged therein at Rs 50 plus GST or as in the Table 3, whichever is higher. Please be advised to complete the account closure process to stop further levy of DP charges

2.Please ensure to have your correct email address and mobile number updated in our system at all time to enable sharing vital communication

3. You may opt for the change of tariff plan (Active clients) by logging in to our website. This window is open to you upto 25th January, 2025. In event of non-selection of any plan by customer, we will continue with last year plan with new rates. If no plan was selected then minimum plan of RS. 480/- for non BSDA will be selected. In case, Client want to opt of BSDA facility for Demat. he/ she has to send email through registered email.

4. Client may shift from annual plan to five year plan by paying full amount irrespective of the residual period till January 2025. No pro rata charges will be allowed.

The clients who were under AUM based plans will be shifted to annual plan Invest Pro with a yearly charge of Rs. 1500/-.

6. AUM plan is applicable to those customers who have Demat Holding exceeding Rs. 25 Lakhs and have been inactive since January 2023. Clients who have not done any transactions in any of the products like MF, Equity, Derivatives, Gold Bonds, Currencies or Govt. Securities during this calendar year since 2023 till December 31 and had DP balance of Rs 25 Lacs as of the cutoff date of December 31, 2023 will be covered under AUM plan.

7. All annual and five year plans are non-refundable.

8. . Under each of the choices, the Annual Maintenances Charges are for 1 or 5 years as the case may be. All transaction charges in Table 3 are for one year only and subject to change based on the charging environment.

9. Taxes at actuals will be charges extra. Currently GST@18% will be charged.

10. In event of non-payment of DP Tariff Charges / other DP charges, ACMIIL will freeze / suspend the demat account and settlement / debit instructions will not be processed for demat account. The unfreezing of the account will invite a restoration fee of Rs. 250/- plus applicable taxes.

11. ACMIIL reserves the right to revise the DP tariff slabs and other charges by displaying the same on web site www.investmentz.com. In such an event, it will be done from prospective effect only.

12. As per CDSL communiqué reference number CDSL/OPS/DP/POLCY/2020/8 dated January 3, 2020, in case of off-market transfers, applicable stamp duty will be levied on the transferor before executing the same in the depository system.

13.We request clients to clear old dues also which are displayed on Tariff Plan Selection Link. We will be at liberty to share the information about the dues and non-paying clients with appropriate data reporting and sharing platforms as well as be free to issue public notices on media like newspapers and websites.

I Agree Terms and Conditions

I hereby give consent for deduction of the selected Tariff Plan from my Ledger Balance(Current Ledger -Rs.)
Selected Plan Base Rate - (Rs.)

* Your Current Due

TARIFF PLAN Details

Holding Valuation : 0.00

Current Ledger :

BSDA Flag :

* BSDA Plan will be charged Rs.50 per Transaction and AMC NIL.

Get upto 21% discount & Additional Benefits on Five Year plan

19% discount

Invest New

1950.00

Trxn Charges 20

Free Trxn p.a. 6

21% discount

Invest Wise

2950.00

Trxn Charges 20

Free Trxn p.a. 10

21% discount

Invest Lite

3950.00

Trxn Charges 20

Free Trxn p.a. 15

21% discount

Invest Pro

5950.00

Trxn Charges 20

Free Trxn p.a. 20

One Year Plan

Invest New

480.00

Trxn Charges 30

Free Trxn p.a. 6

Invest Wise

750.00

Trxn Charges 25

Free Trxn p.a. 10

Invest Lite

1000.00

Trxn Charges 20

Free Trxn p.a. 15

Invest Pro

1500.00

Trxn Charges 15

Free Trxn p.a. 20

Trade Wise

2500.00

Free Trxn p.a. 300

Declaration

I/We hereby declare that the signature being updated here belongs to me/us. This change will affect the Trading and Demat account that I hold with Asit C .Mehta Investment Interrmediates Ltd.

Update Signature

FirstHolder

SecondHolder

ThirdHolder

Holder Name

Upload Signature With Bank Stamp (Upload only .jpg, .jpeg and .png format)

want to add this New DP ID?

Are You Sure You Want to add New DP ?

Nominee Details

NOMINEE 1

Nominee First Name

Nominee Middle Name

Nominee Last Name

Pan No.

Email ID

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Relationship With BO

Address same as client

City

State

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Address Line 1

Address Line 2

Date of Birth

Percentage of the allocation of securities

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Identification Details

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Residual Securities

---------------------------- Guardian Details -------------------------------

First Name

Middle Name

Last Name

Email ID

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City

State

Country

Address Line 1

Address Line 2

Age

Pan No.

Relationship of the guardian with the nominee

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Add Second Nominee

NOMINEE 2

Nominee First Name

Nominee Middle Name

Nominee Last Name

Pan No.

Email ID

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Relationship With BO

Address same as client

City

State

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Address Line 1

Address Line 2

Date of Birth

Percentage of the allocation of securities

Select Proof Type

Identification Details

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( * Upload image in JPEG,PNG and JPG format only size must be less than 3 MB* )

Click here to upload

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Residual Securities

---------------------------- Guardian Details -------------------------------

First Name

Middle Name

Last Name

Pan No.

Email ID

Mobile No.

City

State

Country

Address Line 1

Address Line 2

Age

Relationship of the guardian with the nominee

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Add Third Nominee

NOMINEE 3

Nominee First Name

Nominee Middle Name

Nominee Last Name

Pan No.

Email ID

Mobile No.

Relationship With BO

Address same as client

City

State

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Address Line 1

Address Line 2

Date of Birth

Percentage of the allocation of securities

Select Proof Type

Identification Details

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Click here to upload

( * Upload image in JPEG,PNG and JPG format only size must be less than 3 MB * )

Residual Securities

---------------------------- Guardian Details -------------------------------

First Name

Middle Name

Last Name

Pan No.

Email ID

Mobile No.

City

State

Country

Address Line 1

Address Line 2

Age

Relationship of the guardian with the nominee

Select Proof Type

Identification Details

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Your Request Had Been Submitted

Edit Running Authority/Trade Acceptance

Brokerage Report

RUNNING ACCOUNT AUTHORITY

To,
Asit C. Mehta Investment Interrmediates Limited,
"Nucleus House", Saki Vihar Road, Andheri (E), Mumbai 400072. INDIA.

Dear Sir,

Ref: Authorization to maintain running accounts for transactions and retention of securities and funds for my client code

This has reference to the SEBI circular MIRSD/SE/Cir-19/2009 dated Dec 03, 2009, Exchange Circular NSE/INSP/13606 dated Dec 03, 2009, clarification circulars NSE/INSP/14048 dated Feb 03, 2010 and NSE/INSP/21651 dated Sep 07, 2012, regarding settlement of running accounts of clients.
I/We request you to settle my/our account on a monthly/ quarterly basis. (Strike off whichever is not applicable).
I/We hereby authorize you to maintain running account(s) for my/our transactions executed through Asit C. Mehta Investment Interrmediates Limited on any of the stock exchanges/segment for both securities and funds with you. I/We also request you to consider the balances in my/our running fund/securities account with you for the purpose of margins/ all trade related liabilities due to you. I/we further authorize you to retain securities and funds upto Rs.10,000/- (net amount across segments and across
Stock Exchanges) as permitted by Stock Exchanges while settling my/our account. I/We also authorize Asit C. Mehta Investment Interrmediates Limited to consider the funds/securities so retained by Asit C Mehta Investment Interrmediates Limited towards collateral margin and for allowing enhanced gross exposure to me/us. I/We agree that Asit C Mehta Investment Interrmediates Limited shall not be liable for any claim for loss or loss of profit, or for any consequential, incidental, special or exemplary damages, or otherwise, caused by retention of such securities/funds.
Additionally the funds and securities due to me/us may be released in the interim, on my/our specific request.
I/We understand and agree that no interest will be payable to me/us on the amount of securities and funds as retained with you.
The authorization may be revoked by me/us at any time by giving prior written intimation to Asit C. Mehta Investment Interrmediates Limited.

I have read and agree to the Terms and Conditions and Privacy Policy

Print and sign the segment deactivation form Download PDF

Kindly take print and send us duly filled and signed segment closure form on the following (PDF Download) Address: Pantomath Nucleus House, Saki Vihar Road, Andheri (E), Mumbai, Maharashtra 400072.

Things you need to know before closing your account

1)If you have holdings in your account, you’d need to sell or transfer them, before requesting for account closure..

2)If you have any open trade positions, Please clear/square off, before requesting for account closure.

3)If you have pending dues/debit balances, you’d need to clear the due’s before requesting the account closure.

4) If you have mutual fund holdings, you’d need to redeem, them before requesting for account closure.

5) If you have mutual fund holdings, you'd need to redeem, them before requesting for account closure.

Sorry to See You Goin

Kindly contact our customer service executive on 022-28584545 or contact us on

customerservice@acm.co.in

Request for Modification in Brokerage Details

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UCC:

Segment where brokerage is to be changed & as per below given new rates.

Cash

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KYC Process Completed

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We will send you a link for Esign on your registered Email ID.

Your referance number is CP1234567.

Personal Details

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Account Closure

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