Upstox allows you to open a corporate account with a maximum of three holders in one account. Here are the documents required:
- Partnership firm’s PAN card (self-attested by all partners & bearing the partnership stamp)
2. Address Proof: Partnership firm’s most recent bank statement/ passbook (self-attested by all partners & partnership stamp)
3. Partnership firm’s cheque in favor of RKSV Securities India Pvt Ltd (Name, IFSC, MICR, account number should be printed on the cheque)
4. Partnership registration certificate/ incorporation certificate (signed by all partners & bearing the partnership stamp)
5. Partnership deed (signed by all partners & bearing the partnership stamp)
6. Bank statement (last 6 months) or ITR copy (should be in the name of the Partnership).
7. For old partnership firm: previous year’s balance sheet (signed by active partners & bearing the partnership stamp)
For new partnership firm: declaration letter from the authorized CA, bearing stamp and signature of the CA (also needs to be signed by active partners & bearing the partnership stamp)
8. For old partnership firm: net worth certificate (signed by active partners & bearing the partnership stamp)
9. Sample authority form on partnership firms on their letterhead (signed by active partners & bearing the partnership stamp) (Page No.26)
10. All partners’ individual documents, PAN card, & address proof (self-attested by all partners)
Please note: Partnership firms cannot open a commodity account.