Tuesday, February 20, 2018

Services rendered by us

We provide premier service to our clients through our various verticals. We have following verticals:

1. Courier Agency - India and abroad - contact 9883 22 97 32 (Prodip) 
2.Travel Agency  - Ticketing and Hotel Booking click hereEthicaltours - contact 9831 39 29 93         and 8981 209 919 (Santanu) AND walking tour in Kolkata and 1 day/ weekend trip in W Bengal  - 9836 58 19 99 (Partha)
3.Financial products - Mutual funds, Health and Life Insurance,PPF,Company Deposit,Trading cum Demat Account, Credit Card,Loans, Bank Account opening, Estate Planning etc - contact 9836 86 47 61 (Samrat)  or  91 8013 52 83 28 (WhatsApp)
4.Taxation matters - Tax Planning,Filing of Return,PAN card etc. For PAN form Click here - 8420 00 83 97 (Arindam)
5.Facilitatoror: PAN Card,Passport,KYC etc For KYC form for first time investors Click here and for  existing investors Click here - contact 9883 22 97 32 (Prodip)
6.Rent - a- car: SUV (Mahindra Xylo, Bolero,Scorpio),Tata Sumo, Maruti in Siliguri /Dooars/ Darjeeling - contact 9475 76 18 83 (Anindya )
7.Handicrafts - mainly based in West Bengal - contact 9836 58 19 99 (Partha)
8.Land Related work: Registration of Land and Valuation Click here for forms - contact 9836 86 01 64 (Sandip)

## All these number are permanent numbers. None of these numbers will be changed. If you do not get the number , please call later

Monday, February 12, 2018

One place for all forms


I. Forms for MF - MFU / CAN Form, KYC form, PAN form :

Click below for the forms :



https://drive.google.com


1.     KYC
2.     CAN Registration form
2.0.  Payeez form
2.1   SIP form
2.3   Purchase form
3.     Switch form
4.     Redemption form
49A Pan Form

Documents required:

1 Self attested aadhar card
1 Self attested pan card
1 Photo

1
​ Cheque



Information required:


Place of birth
Citizen 
Mobile Number
Email Id
NRI or not 
Aadhar No.
Pan No.
Cheque - name of holder should be printed (otherwise give passbook copy - which is not more than 2 months old, 1st page and bank closing balance page)- it should be a CTS cheque
In the Cheque  write - MFU ESCROW ACCOUNT
Wife date of birth
Mother’s maiden name
Father's name
Nominee
Nominee date of birth
Source of income
Occupation
Income slab to be mentioned
 - 1-5 lakh, 5-10, 10-25, 25-1 cr, 1 cr and above     - which slab ?


II. Forms for Capital Gains Bond,IPO, Corporate Deposit/ FD, NPS, RBI Relief Bond etc



III. KYC status

https://www.cvlkra.com/


IV.  Link Aadhaar Card

Aadhaarlinking_individual.aspx - Karvy

camsonline.com/InvestorServices/COL_Aadhar  - Cams

sundarambnpparibasfs.in/web/service/aadhaar - Sundaram MF

franklintempletonindia.com - Franlin Templeton MF