Personal Details Form

Before You Begin:

Keep your PAN card, national statutory ID, and primary bank details accessible.

This intake form takes approximately 10 to 15 minutes to complete.

Fields marked with an asterisk are required. All submitted records are encrypted and handled confidentially.

1. Personal Information

Full Name (as per PAN) *

Date of Birth *

Valid date between 1920 and 2026

Gender *

Marital Status

Father's / Spouse's Name

Mother's Name

Occupation *

Annual Income Range *

2. Contact Information

Mobile Number *

Select country code and enter 10 digits

Alternate Mobile

Email Address *

Submission notifications and onboarding confirmations are sent here

Residential Address *

City *

State *

PIN / ZIP Code *

6 digits (India) or 5/9 digits (US ZIP)

Country *

Auto-formatted in uppercase

3. Statutory KYC & Tax Information

Tax ID (PAN for India / SSN or ITIN for US) *

10-char Indian PAN (ABCDE1234F) or 9-digit US SSN/ITIN

Statutory Identity Number (National ID / Resident ID) *

Statutory e-KYC ID for India, or US State ID / Passport for cross-border clients

Tax Document Status *

Physical Card / Form Available

Electronic / Digital Copy

Applied (Pending)

4. Bank Account Details

Bank Name *

Account Number *

Numeric digits only (no letters or spaces)

Confirm Account Number *

Must match the account number exactly

IFSC Code *

11-character bank IFSC code (e.g., SBIN0001234)

Account Type *

Branch Name & Address

5. Investment Preferences

Investment Experience *

Target Investment Goals *

Long-term Wealth Creation

Retirement Planning

Child's Education Funding

Tax Optimization

Capital Preservation / Short-term (1-3 years)

Emergency Liquidity Reserve

Risk Appetite *

Complete the Risk Assessment Quiz if unsure

Preferred Monthly SIP Commitment

Target Investment Horizon

6. Nominee Details (Recommended)

Nominee Legal Name

Relationship with Nominee

Nominee Date of Birth

Date between 1920 and 2026

Nominee Residential Address

7. Verification & Declaration

How did you discover NovaRock Advisory?

Specific Objectives or Cross-Border Requirements

Statutory Declaration & Fiduciary Consent

I confirm that all particulars provided in this intake form are true, correct, and complete. I authorize Jasvinder Singh (NovaRock Advisory) to utilize this information strictly for mutual fund folio creation, statutory KYC verification, and related investment advisory services in compliance with regulatory mandates.

I hereby declare that the information provided above is true and accurate. I authorize Jasvinder Singh to use these details for account setup, KYC verification, and advisory onboarding. *

I have read and agree to the Terms & Conditions and Privacy Statement. *

Please review all entered details carefully before submitting.

Confidentiality & Data Protection Notice: All information submitted through this portal is encrypted and securely processed. Jasvinder Singh (NovaRock Advisory) is committed to protecting client confidentiality in accordance with applicable data protection laws and SEBI guidelines. Data is utilized solely for account onboarding, KYC registration with authorized agencies, and regulatory compliance. Client records are never shared, rented, or commercialized.

AMFI Registered

IRS Authorized

SEBI Compliant

Secure Onboarding