Every Form, One Place.
79 forms, declarations, guides and software downloads — filter by category or search by name.
Most Requested Forms
The four documents clients ask for most — everything else is in the library below.
Download Library
Account opening, KYC, demat, nomination, pledge, trading software and setup guides.
Showing 79 of 79 files
PDFUBO Declaration FormAccount Opening & KYCPDFAccount Modification FormAccount Opening & KYCPDFAdditional KYC Form for Opening a Demat Account in case of corporateAccount Opening & KYCPDFCentral KYC Form HUF or Non-IndividualAccount Opening & KYCPDFCHECK KRA STATUS VALIDATIONAccount Opening & KYCPDFDemat and Trading Account Opening FormAccount Opening & KYCPDFDemate & Trading A/c Opening FormAccount Opening & KYCPDFFATCA FormAccount Opening & KYCPDFFEMA DeclarationAccount Opening & KYCPDFInformation For Additional Mandatory DocumentsAccount Opening & KYCPDFKYC DOCUMENT FOR UCC/CKYCAccount Opening & KYCPDFKYC Form for KRAAccount Opening & KYCPDFKYC Non - Individual FormAccount Opening & KYCPDFMost Important Terms and Conditions (MITC)Account Opening & KYCPDFRights and ObligationsAccount Opening & KYCPDFSARAL ACCOUNT OPENING FORM FOR RESIDENT INDIVIDUALSAccount Opening & KYCPDFSegment_ActivationAccount Opening & KYCPDFTrading preferenceAccount Opening & KYCPDFYearly income rangeAccount Opening & KYCPDFACCOUNT CLOSURE REQUEST FORMDemat & DP FormsDOCXDeclaration for Unfreeze A/c FormDemat & DP FormsPDFDemat & Trading A/c Request for upload of same mobile no & email id of family memberDemat & DP FormsPDFDEMATERIALISATION REQUEST FORMDemat & DP FormsPDFDP_Service_CentreDemat & DP FormsPDFE-PAYMENT REQUEST LETTERDemat & DP FormsPDFForm ISR – 1Demat & DP FormsPDFForm ISR-2Demat & DP FormsPDFGLOBAL TRADING ACCOUNT CLOSURE FORMDemat & DP FormsPDFkey managerial personnel (KMPs) including compliance officersDemat & DP FormsPDFMUTUAL FUND-DRF FORMDemat & DP FormsPDFOPTION FORM FOR ISSUE OF DIS BOOKLETDemat & DP FormsPDFOrder Placement ConcernDemat & DP FormsPDFRegistration Form For Facility To Remedy Off Market Transfers In Demat AccountsDemat & DP FormsPDFREMATERIALIZATION REQUEST FORM [RRF]Demat & DP FormsPDFREPURCHASE REDEMPTION REQUEST FORMDemat & DP FormsPDFSMS ALERTS FROM CDSLDemat & DP FormsPDFUndertaking of reactivation of client trading accountDemat & DP FormsMP4Demo Video- Kalpataru Share TradingGuides & DemosPDFeDIS Process for Non POA Clients.Guides & DemosPDFDemo Account Opening process (Online)Guides & DemosPDFDemo Account Modification (Online)Guides & DemosPDFHow to Close Your AccountGuides & DemosPDFHow to Raise a TicketGuides & DemosPDFDeclaration for opting out of nomination formNomination & TransmissionPDFDeclaration Form for Opting out of NominationNomination & TransmissionPDFForm No. SH-13-Nomination FormNomination & TransmissionPDFForm SH-14 Cancellation or Variation of NominationNomination & TransmissionDOCXMandatory details to be provided with Minor's FORMNomination & TransmissionPDFMinor-Correction-in-the-Name-of-the-BONomination & TransmissionPDFNomination formNomination & TransmissionPDFNotifier Details For Transmission RequestNomination & TransmissionPDFTRANSMISSION FORM (Physical Certificate)Nomination & TransmissionPDFTRANSMISSION REQUEST FORM (7.1)Nomination & TransmissionPDFTRANSMISSION REQUEST FORM (7.2)Nomination & TransmissionPDFTRANSPOSITION FORM (Physical Certificate)Nomination & TransmissionPDFCDSL_ Margin-Pledge-Re-PledgePledge & MarginPDFDDPI_New Demat Debit and Pledge InstructionPledge & MarginPDFPLEDGE REQUEST FORM (PRF)Pledge & MarginPDFUNPLEDGE REQUEST FORM (URF)Pledge & MarginLINKAnyDesk — official downloadSoftware & UtilitiesZIPBoltPlusOnWeb SetupSoftware & UtilitiesPDFCDSL AC LOGIN IN MOBILESoftware & UtilitiesPDFCDSL BACKOFFICE LOGIN IN PCSoftware & UtilitiesLINK.NET Framework 4.5.2 — MicrosoftSoftware & UtilitiesLINK.NET Framework 4.6.1 — MicrosoftSoftware & UtilitiesLINK.NET Framework 4.8 — MicrosoftSoftware & UtilitiesPDFFINCORP48Software & UtilitiesLINKHP LaserJet 1020 driver — HP SupportSoftware & UtilitiesLINKHP LaserJet 1020 Plus driver — HP SupportSoftware & UtilitiesLINKJava Runtime — official downloadSoftware & UtilitiesPPTXJES NEW PPTSoftware & UtilitiesPDFKORP NEW CONFIG FILESoftware & UtilitiesPDFMoneyMaker Client Solo SetupSoftware & UtilitiesPDFMoneyMaker Dealer Tws CTCL SetupSoftware & UtilitiesPDFQuickHealSoftware & UtilitiesLINKNVDA screen reader — NV AccessSoftware & UtilitiesLINKShowMyPC — official siteSoftware & UtilitiesLINKWinRAR — official downloadSoftware & UtilitiesLINKWS_FTP — ProgressSoftware & Utilities
Filling a form? Print, sign and submit it at any Kalpataru branch, or email a scanned copy to your branch. For most requests you can skip the paperwork entirely and use the online eKYC and back-office portals.
Skip the Paperwork
Open an Account Online
Complete Aadhaar-based eKYC in about five minutes — no printing, no courier. You will need your PAN, Aadhaar linked to your mobile, a bank proof and a signature image.
Start eKYC Modify an Existing Account
Update your details, add segments or refresh KYC from the back office instead of submitting a physical form — or download the form if you would rather post it in.
Sign in to the back office to raise it online, or email the signed form to kmlho@kalpatarumulti.com from your registered email ID.
Can't find a form?
Our customer-care desk will email it to you the same working day.