Client Onboarding — Sarffin Financial Advisors

Client Type — Select One to Proceed

Individual

Personal / HNI / UHNI / Retail

Corporate

Company / Family Office / Institution

Personal Details

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Full Name *

Mobile Number *

Email Address *

PAN Number (optional)

Residential Address

House / Flat No. *

Street / Area *

Country *

State *

City *

PIN Code *

Referral Details

Referring Associate (optional)

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Bank Details

Primary Bank Account

Bank Name *

Account Number *

IFSC Code *

Account Type

Cancelled Cheque *

Upload Cancelled Cheque

PDF, JPG, PNG

Demat Account Details

DP Name *

Depository *

DP ID *

Client ID *

Investment Interests (optional)

Client Master List (CML) *

Upload Client Master List

PDF, JPG, PNG

Identity Documents (Optional)

Aadhaar Card (optional)

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Upload Aadhaar

PDF, JPG, PNG

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Photo

PAN Card (optional)

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Upload PAN Card

PDF, JPG, PNG

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Photo

Declaration & Consent

I hereby declare that the information provided in this form is true, accurate and complete to the best of my knowledge and belief. I authorise Sarffin Financial Advisors (P) Ltd. to use this information for KYC verification and account opening purposes in accordance with applicable laws.

I agree to the above declaration and consent to the processing of my personal data for KYC and account opening purposes. *

I agree to receive market updates, news and information from Sarffin Financial Advisors via email, SMS and WhatsApp.

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Application Received

Thank you for choosing Sarffin Financial Advisors (P) Ltd.
Your details have been securely received and are pending KYC verification.
Our team will review your documents and complete onboarding within 1–2 business days.

SFAPL-——

Please save this reference number for follow-up queries

Client Onboarding Form