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KYC Form

KYC Form

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Personal

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Personal Information: Step 1 - 4

Contact Information : Step 2 - 4

Official Information: Step 3 - 4

Client Declaration: Step 4 - 4

I hereby declare that the details furnished above are true and correct to the best of my knowledge and belief and I undertake to inform you of any changes therein, immediately. In case any of the above information is found to be false or untrue or misleading or misrepresenting, I am aware that I will be held liable for it. I have read all the terms and conditions and risk discloser of Wealth Buildup Financial Services and I agree to take the service.

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KYC means “Know Your Customer”. It is a process by which we obtain information about the identity and address of the customers. This process helps to ensure that services are not misused. The KYC procedure is to be completed by the while opening accounts and also periodically update the same.

Investment advisors and firms are responsible for knowing each customer's financial situation by exploring and gathering the client's age, other investments, tax status, financial needs, investment experience, investment time horizon, liquidity needs and risk tolerance.

Registration Form