FAQ

Documents required for opening E-Wealth Account (Trading & Demat Account)

Pan Card (Soft Copy) Address Proof (Soft Copy) Aadhaar Card (Soft Copy) Cancelled Cheque with Printed Name (Soft Copy) of bank from which investment will be done. If cheque is not available then passbook with latest entries is required for PSU banks. If cheque is not available then latest one month account statement in PDF is required for private banks. Please make sure that the spelling of name is same on all the documents as mentioned above.

Documents required for applying Term Insurance

Pan Card (Soft Copy) Address Proof (Soft Copy) Aadhaar Card (Soft Copy) Cancelled Cheque with Printed Name (Soft Copy) of bank from which investment will be done. If cheque is not available then passbook with latest entries is required for PSU banks. If cheque is not available then latest one month account statement in PDF is required for private banks. Please make sure that the spelling of name is same on all the documents as mentioned above.

Documents required for applying Personal Accident & Disability Insurance

Pan Card (Soft Copy) Address Proof (Soft Copy) For Salaried - Latest 3 months Pay Slip For Salaried - Latest 3 years Form-16 or Latest 3 years ITR For Businessmen - Latest 3 years ITR with Computation of Income & Balance Sheet One Original Cheque for Insurance Premium Payment Existing Personal Accident Policy (Soft Copy).

Features

Application for loan against securities to be done online through E-Wealth Account Loan sanction status updated within minutes on E-Wealth Account E-sign of loan agreement & security pledge documents Fast disbursement of loan amount On line loan repayment option available No foreclosure charges Partial repayment is available.

Important Points

Online LAS application can only be done by individual clients For online LAS application the securities needs to be in Demat of NJ LAS can be initiated from E-Wealth Account Soft copy of pan card & cancel cheque (printed name) has to be uploaded in jpeg/pdf format Loan amount will be disbursed in the bank account given at the time of LAS application LAS will be available against – Mutual Funds, Shares and RBI bonds Close ended funds & ELSS funds which are still locked in cannot be pledged Minor's securities cannot be pledged In case applicant for LAS is above 65 years of age it is mandatory to have a co-applicant who is a major and less than 65 years of age LAS will not be offered on any PMS Investments (Equity & Mutual Fund) Loan amount eligible for Equity & Arbitrage Mutual Funds – approx. 50% of portfolio value Loan amount eligible for Liquid & Debt Mutual Funds – approx. 80% of portfolio value.

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At Investmart, our vision is to create a positive difference in the financial lives of our clients. This vision is at the cornerstone of everything we do and it has helped us grow and build the trust of our clients.

Contact Us

Investmart
Office Address:

B-18, 3rd Floor, Saraswati Garden,
Opp. Kirti Nagar Furniture Market,
New Delhi - 110015.
Phone: +91-9810557781
Email: customercaredesk@investmart.org
Customer Care Desk
Phone: +91-9810557780
Business Hours
Monday to Saturday - 10 am to 6 pm 
Weekly Off - Sunday
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