Checklists / KYC
KYC checklist for new Clients
| Document | Required |
|---|---|
| PAN card | Yes |
| Aadhaar card | Yes |
| Passport size photo | Yes |
| Cancelled cheque | Yes |
| Address proof | If the Aadhaar address is not current |
| Income proof | If the product needs it |
| Nominee details | For investments and insurance |
Ask only for what the work needs. Collecting less is the simplest DPDP habit.
Use this inside Reposha
Send this checklist to a Client as an upload request in one click. The purpose is shown to them automatically.
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