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
PDFACCOUNT CLOSURE REQUEST FORMDemat & DP FormsPDFAccount Modification FormAccount Opening & KYCPDFAdditional KYC Form for Opening a Demat Account in case of corporateAccount Opening & KYCLINKAnyDesk — official downloadSoftware & UtilitiesZIPBoltPlusOnWeb SetupSoftware & UtilitiesPDFCDSL AC LOGIN IN MOBILESoftware & UtilitiesPDFCDSL BACKOFFICE LOGIN IN PCSoftware & UtilitiesPDFCDSL_ Margin-Pledge-Re-PledgePledge & MarginPDFCentral KYC Form HUF or Non-IndividualAccount Opening & KYCPDFCHECK KRA STATUS VALIDATIONAccount Opening & KYCPDFDDPI_New Demat Debit and Pledge InstructionPledge & MarginPDFDeclaration for opting out of nomination formNomination & TransmissionDOCXDeclaration for Unfreeze A/c FormDemat & DP FormsPDFDeclaration Form for Opting out of NominationNomination & TransmissionPDFDemat & Trading A/c Request for upload of same mobile no & email id of family memberDemat & DP FormsPDFDemat and Trading Account Opening FormAccount Opening & KYCPDFDemate & Trading A/c Opening FormAccount Opening & KYCPDFDEMATERIALISATION REQUEST FORMDemat & DP FormsPDFDemo Account Modification (Online)Guides & DemosPDFDemo Account Opening process (Online)Guides & DemosPDFDP_Service_CentreDemat & DP FormsPDFE-PAYMENT REQUEST LETTERDemat & DP FormsPDFeDIS Process for Non POA Clients.Guides & DemosPDFFATCA - Non IndividualAccount Opening & KYCPDFFATCA FormAccount Opening & KYCPDFFEMA DeclarationAccount Opening & KYCPDFFINCORP48Software & UtilitiesPDFForm ISR – 1Demat & DP FormsPDFForm ISR-2Demat & DP FormsPDFForm SH-14 Cancellation or Variation of NominationNomination & TransmissionPDFGLOBAL TRADING ACCOUNT CLOSURE FORMDemat & DP FormsPDFHow to Close Your AccountGuides & DemosPDFHow to Raise a TicketGuides & DemosLINKHP LaserJet 1020 driver — HP SupportSoftware & UtilitiesLINKHP LaserJet 1020 Plus driver — HP SupportSoftware & UtilitiesPDFInformation For Additional Mandatory DocumentsAccount Opening & KYCLINKJava Runtime — official downloadSoftware & UtilitiesPPTXJES NEW PPTSoftware & UtilitiesPDFkey managerial personnel (KMPs) including compliance officersDemat & DP FormsPDFKORP NEW CONFIG FILESoftware & UtilitiesPDFKYC DOCUMENT FOR UCC/CKYCAccount Opening & KYCPDFKYC Form for KRAAccount Opening & KYCPDFKYC Non - Individual FormAccount Opening & KYCDOCXMandatory details to be provided with Minor's FORMNomination & TransmissionPDFMinor-Correction-in-the-Name-of-the-BONomination & TransmissionPDFMoneyMaker Client Solo SetupSoftware & UtilitiesPDFMoneyMaker Dealer Tws CTCL SetupSoftware & UtilitiesPDFMost Important Terms and Conditions (MITC)Account Opening & KYCPDFMUTUAL FUND-DRF FORMDemat & DP FormsLINK.NET Framework 4.5.2 — MicrosoftSoftware & UtilitiesLINK.NET Framework 4.6.1 — MicrosoftSoftware & UtilitiesLINK.NET Framework 4.8 — MicrosoftSoftware & UtilitiesPDFNomination formNomination & TransmissionPDFNotifier Details For Transmission RequestNomination & TransmissionLINKNVDA screen reader — NV AccessSoftware & UtilitiesPDFOPTION FORM FOR ISSUE OF DIS BOOKLETDemat & DP FormsPDFOrder Placement ConcernDemat & DP FormsPDFPLEDGE REQUEST FORM (PRF)Pledge & MarginPDFQuickHealSoftware & UtilitiesPDFRegistration Form For Facility To Remedy Off Market Transfers In Demat AccountsDemat & DP FormsPDFREMATERIALIZATION REQUEST FORM [RRF]Demat & DP FormsPDFREPURCHASE REDEMPTION REQUEST FORMDemat & DP FormsPDFRequest_for_same_mobile_no_&_email_id_of_family_member_in_Trading_&_Demat_accountAccount Opening & KYCPDFRights and ObligationsAccount Opening & KYCPDFSARAL ACCOUNT OPENING FORM FOR RESIDENT INDIVIDUALSAccount Opening & KYCPDFSegment_ActivationAccount Opening & KYCLINKShowMyPC — official siteSoftware & UtilitiesPDFSMS ALERTS FROM CDSLDemat & DP FormsPDFTrading preferenceAccount Opening & KYCPDFTRANSMISSION FORM (Physical Certificate)Nomination & TransmissionPDFTRANSMISSION REQUEST FORM (7.1)Nomination & TransmissionPDFTRANSMISSION REQUEST FORM (7.2)Nomination & TransmissionPDFTRANSPOSITION FORM (Physical Certificate)Nomination & TransmissionPDFUBO Declaration FormAccount Opening & KYCPDFUndertaking of reactivation of client trading accountDemat & DP FormsPDFUNPLEDGE REQUEST FORM (URF)Pledge & MarginLINKWinRAR — official downloadSoftware & UtilitiesLINKWS_FTP — ProgressSoftware & UtilitiesPDFYearly income rangeAccount Opening & KYC
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.