Pickle Jar Investments - Onboarding Portal

Welcome to Pickle-Jar Investments Private Limited.

AMFI Registered Mutual Fund Distributor(ARN-184140)

Let's start your investment journey with us. Please fill all sections carefully

Section 1 of 6

Primary Investor

Full Name (as per PAN)

Father's Full Name(as per PAN)

Mother's Full Name(as per PAN)

PAN Number

Aadhar Number

Date of Birth (DD/MM/YYYY)

Place of Birth

Email Address

Mobile Number

Annual Income

FATCA (Select yes if NRI)

Politically Exposed Person (PEP Status)

Residential Address (as per Aadhar)

Pin Code

Occupation

Second Holder

Add any one or Survivor to this account?

No, jump to nominee details

Yes

Nomination

Nominee Count (Max 3)

Bank Details and SIP Details

Bank Name

Branch Name

Account Number

Bank Account Type

IFSC Code

Upload Cancelled Cheque (JPG, PNG or PDF)

SIP Date Preference every month

Risk Profiling

1. How long do you plan to stay invested?

2. If the value of your investment fell significantly in a short period, what would you most likely do?

3. How would you describe your current financial situation?

4. Which statement best describes what you are looking for from your investments?

5. How familiar are you with investing in financial markets?

Declaration

Declaration of Accuracy and Consent

I/We hereby declare that all information provided to Pickle-Jar Investments Private Limited. is true, accurate, and complete to the best of my/our knowledge.I/We understand that all information provided will be kept strictly confidential and used solely for internal purposes.

Full Name for Signing

Place

Date (DD/MM/YYYY)

I have read and agreed to the terms mentioned in the declaration above.

Submission Successful!

Thank you for choosing Pickle-Jar Investments

What Happens Next?

1
Verification
Our team will review and verify your details within 24-48 hours
2
Documentation
You'll receive an email with any additional documents required
3
Account Activation
Once verified, your investment account will be activated
4
Advisory Support
Our advisory team will contact you to discuss your investment goals

A confirmation email has been sent to your registered email address.

If you have any questions, please contact us at support@picklejarinvestments.com

Disclaimer

Pickle-Jar Investments Private Limited (CIN. U67100PN2021PTC201233) is a NISM Certified / AMFI Registered Mutual Fund Distributor registered with the Association of Mutual Funds in India (AMFI), holding ARN No. 184140 valid upto 12 Aug 2027. We do not charge any fees to our clients. We receive remuneration by way of commission / Brokerage from the Mutual Funds/ Asset Management Companies.

Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully. Past performance may or may not be sustained in future. We act as a Mutual Fund Distributor and represent a limited number of mutual fund companies. We advise specific scheme(s) based on your financial needs and risk profile. Please note that we receive commissions for distributing the scheme(s).

We are NOT Registered Investment Advisors (RIA) as defined by the SEBI (Investment Advisers) Regulations, 2013, and we do not provide investment advice on other SEBI-regulated products.

For further details on disclaimers, disclosures, and commissions, please visit:

We look forward to working with you and building your investments thoughtfully at Pickle Jar Investments!.

Should you have any questions or need assistance while filling out the attached document, please feel free to reach out. We are here to help.

#Happy Long-Term Investing!

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Investors Details Form