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    The document is a letter from a client to Aditya Birla Money Limited updating their financial details as required by SEBI guidelines. It provides the client's trading account number, demat account number, name, and mother's name. It then lists the client's income range over the past three years and their current net worth. Finally, it requests one proof document of the financial details, such as an income tax return, salary slip, or bank statement, be included.

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    The document is a letter from a client to Aditya Birla Money Limited updating their financial details as required by SEBI guidelines. It provides the client's trading account number, demat account number, name, and mother's name. It then lists the client's income range over the past three years and their current net worth. Finally, it requests one proof document of the financial details, such as an income tax return, salary slip, or bank statement, be included.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    12 views1 page

    Research 2

    Uploaded by

    zombie31076764
    The document is a letter from a client to Aditya Birla Money Limited updating their financial details as required by SEBI guidelines. It provides the client's trading account number, demat account number, name, and mother's name. It then lists the client's income range over the past three years and their current net worth. Finally, it requests one proof document of the financial details, such as an income tax return, salary slip, or bank statement, be included.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    of 1

    To,

    Aditya Birla Money Limited


    Ali Centre, 53 Greams Road
    Chennai – 600006

    Dear Sirs,
    Sub: Updation of Financial data

    Trading Account No :

    Demat Account No :

    Client Name : _______________________

    Mother’s Name : ___________________________

    Pursuant to SEBI Circular No MIRSD/SE /Cir–19/2009 dated December 03, 2009, a client is required to share his/her
    financial information to the stock broker on a periodic basis.
    In view of these guidelines, please find my financial detail as mentioned below:

    Financial detail of the Constituent:

    Income Range (in ₹ / Per Annum – Last three years): (Tick whichever range is applicable)

    Below 1,00,000 1,00,000 – 5,00,000 5,00,000 – 10,00,000 10,00,000 – 25,00,000 Above 25,00,000

    Networth as on ____ / _____/ ______ (DD/MM/YYYY) is ₹ _______________________

    (Please furnish any one proof of financial details as indicated in the list of documents)
    1. Copy of ITR Acknowledgement
    2. Copy of Form 16 in case of salary income
    3. Net worth Certificate
    4. Salary Slip
    5. Bank account statement for last 6 months
    6. Copy of Demat account holding statement
    7. Any other relevant documents substantiating ownership of assets
    8. Self-declaration along with relevant supporting

    Thanking you,

    Yours faithfully,

    x
    ______________________________
    Signature

    Date : ________/________/________

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