NJ : Updates Process - PMS of M.F.

Please find attached a comprehensive user manual and Sample of Application Form which will help open
PMS Accounts with NJ / "Wealth4u".
HERE. PMS Instruction Manual + Sample Form.

Further, below would be the brief steps for opening a PMS Account.

"Wealth4u" will collect the forms and required documents from Client
and will inform the Client regarding the IPV to be done by NJ India
and Respective Bank Official & also will take a suitable time for IPV
to be done - (Date should be T+2 day after the submission of form at
PSC)
"Wealth4u" will submit the duly filled form along with required documents
at NJ PSC and CRO will check the form and documents (Incomplete forms
/ forms with incomplete documents shall not be accepted)
For all complete forms entry will be done in PMS Trax by CRO.
NJ IPV executive with the Bank executive will complete the IPV and
form will be dispatched to NJ-HO.
On receipt of the forms at NJ-HO, final audit will be done and necessary
accounts will be activated and clients will be informed under
consulation to "Wealth4u".
Note: Normal TAT for opening a PMS Account is 15 days from the receipt
of form at NJ HOs.