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Feb 16, 2008

Buy Mutual Fund Online - Transact Online

Investorline E-Account to Transact in Mutual Funds in partnership with NJ IndiaInvest (India’s leading Financial Services advisors).

How to register for the NJ E-account-


We request you to kindly read all the instructions carefully before proceeding with registration

Enroll for the NJ E-Account in 3 Simple Steps:

Step 1: Fill the Registration Form:

  • Registration is open for both individuals & non-individuals.
  • You may also add additional investors on your online account at this time

Step 2: Send the D.D. and the required documents for opening the accounts

Send a Demand Draft of Rs.500 in favour of “NJ IndiaInvest Pvt. Ltd.” payable at Surat along with the required documents.

Required Documents: Send the complete sets of following documents for each of the applicants, duly filled in.

1. Registration Request Form (signed)

2. CDSL KYC Form – (Download KYC Application Form - Individual / Non-Individual) 2 pages, both signed - (if already completed, please attach the verification letter).

3. Bank Verification Form (duly stamped / approved by the banker).

4. PAN Card (2 attested copies).

5. Verification Documents / Proof of Address (check individuals, non-individuals).

Documents 1, 2 & 3 are available online for download. You can check the detailed list of required KYC documents for Individuals & Non-Individuals below. The verification documents must be on A4/Legal size paper and are compulsorily to be attested by a gazette officer.

Send at:

Rajesh Kumar,
Investorline Services (NJ India Partner),
D-16/261, Sector-7,
Rohini, New Delhi -110085.
Phone- 9213326572
Email- indiainsured@aol.com

Step 3: Sign & Submit the Customer Agreement & POA

  • The registration is almost complete and for activation you would need to send us the Customer Agreement & the POA
    duly signed / stamped by you & all the additional applicants.
  • The Customer Agreement & the POA would be sent to you on receipt of your Registration Request & D.D.
  • You may read the Customer Agreement (T & C) online too

Other Important Instructions:

  • To successfully operate your NJ E - Account you are required to have a Net banking account with any of one of the following banks – UTI, ICICI & HDFC. We would be adding more banks to this list soon.
  • On making the registration request online (Step 1), your NJ E-Account would be started. You would also receive a confirmation e-mail for the request on your registered email ID. The NJ E-Account would now give you the following facilities -
    • Checking your application status
    • Printing your RRF
    • Downloading KYC Forms and Bank Verification Certificate
    • Adding an additional investor to your account
  • On successful receipt of your duly signed Customer Agreement & POA the NJ E Account desk shall be activated on your NJ E Account and you would be able to transact online. A confirmation mail shall reach you on your registered e-mail id.
  • Please read the Customer Agreement and the List of Required Documents carefully

For existing NJ Customers:

Existing folios/ investments can be transferred online, subject to satisfaction of all requirements for Folio Mapping.

If you are existing customer of an NJ Fundz Network Partner please mention your Advisor Name and code.

Documents Required

For Individuals

Two Attested Copies of any one of the following documents is required as Address Proof:
(Required for Applicant and each Additional Investor separately)

  • Latest Telephone bill
  • Latest Electricity bill
  • Passport
  • Driving License
  • Latest Bank Passbook
  • Latest Bank Account Statement
  • Latest Demat Account Statement
  • Voter Identity Card
  • Ration Card
  • Registered Lease/ Sale Agreement of Residence

Two Attested Copies of any one of the following documents are required as Identity Proof:
(Required for Applicant and each Additional Investor separately)

  • PAN Card (Mandatory Requirement)
  • Passport
  • Voter's Card
  • Driving License
  • UIN Card
  • Photo Ration Card
  • Photo Debit Card (Issued by Bank)

Download KYC Application Form.

Checklist of Documents to be sent to NJ or your advisor for registration:

  1. Registration Request Form duly signed and completed by all applicants with photographs
  2. CVL form for each applicant or PAN verification certificate from CVL. (Know Your Customer (KYC) Norms for Mutual Funds) and Know your Pan Status for KYC on CVL site.
  3. Attested PAN Card Copy for all the applicants
  4. Identity proof and Address Proof for all the applicants
  5. Demand Draft in favour of NJ IndiaInvest Pvt Ltd for Rs 500 payable at Surat (not applicable if applying for additional investor).
  6. Bankers Account Verification Certificate for all the applicants

For NON - Individuals

Please take note that all documents are mandatory, required in Attested Copy 2Nos. of each document.

Mandatory Documents Required for all Non - Individual Applicants:

  • PAN Copy

Mandatory Documents for HUF

  • Deed of Declaration
  • Latest Bank Passbook/ Bank Account Statement

Mandatory Documents for Company/ Corporate Bodies

  • Certificate of Incorporation
  • Articles & Memorandum of Association
  • Resolution of Board of Directors
  • Authorized signatory list with specimen signatures

Mandatory Documents for Partnership Firms

  • Partnership Deed
  • Certificate of Registration
  • Documents Evidencing Authority to Invest
  • Authorized signatory list with specimen signatures

Mandatory Documents for Trusts, Foundations, NGOs, Charitable Bodies, Clubs, Mutual Fund Schemes

  • Certificate of Registration
  • Trust Deed
  • Authorized signatory list with specimen signatures

Mandatory Documents for Unincorporated Association or Body of Individuals

  • Proof of Existence/ Constitution Document
  • Documents Evidencing Authority to Invest
  • Authorized signatory list with specimen signatures

Mandatory Documents for FIIs

  • Letter and certificate of Registration issued by SEBI
  • Authorized signatory list with specimen signatures

Mandatory Documents for Scheduled Commercial Banks and Institutions not incorporated under the Companies Act, 1956, Regulatory Bodies / Army / Government Bodies / Any other bodies created / incorporated / registered under state or central legislation being eligible to invest in Mutual Funds

  • Copy of Institution/ Registration Documents
  • Documents Evidencing Authority to Invest
  • Authorized signatory list with specimen signatures

Download KYC Application Form.

Checklist of Documents to be sent to NJ or your advisor for registration

  1. RRF duly signed and completed.
  2. CVL form or PAN verification certificate from CVL (Know Your Customer (KYC) Norms for Mutual Funds). And Know your Pan Status for KYC on CVL site.
  3. Attested PAN Card Copy
  4. Mandatory documents required for non – individual bodies.
  5. Demand Draft in favour of NJ IndiaInvest Pvt Ltd for Rs 500 payable at Surat (not applicable if applying for additional investor)
  6. Bankers Account Verification Certificate.

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