New Client Onboarding

Let’s set up your account

A few details to open and service your investment account with GP Wealth. It takes about 4 minutes — your information is used only for account setup and is kept confidential.

Please keep the documents below handy before you begin. The form runs in one sitting — having everything ready means you won’t have to stop midway or start over.

Identity & KYC

PAN card
Aadhaar card
A passport-size photograph

If your KYC is already validated on CVL KRA, PAN, Aadhaar and photo aren’t needed — we check this from your PAN.

Signature

Your signature on plain white paper (a clear photo or scan)

Used only for your onboarding, KYC (if not already validated) and BSE Customer ID creation — strictly confidential and secure, assured.

Bank

A cancelled cheque, or the first page of your passbook / bank statement

Nominee

Nominee’s name, relationship & date of birth
Nominee’s PAN, Aadhaar or birth certificate
If the nominee is a minor: guardian’s details + guardian’s PAN / Aadhaar

1Personal & KYC
2Bank & Nominee
3Income & Source
4Review

Personal & contact details

Enter your name exactly as it appears on your PAN card.

Full name (as per PAN) *

Please enter your full name.

Father’s name *

Please enter your father’s name.

Mother’s name *

Please enter your mother’s name.

Date of birth *

Please enter your date of birth.

PAN *

We check your KYC status on the CVL KRA registry from your PAN.

Enter a valid 10-character PAN.

Preview — simulate CVL KRA result:

Identity documentsrequired to complete KYC

PAN card * Upload PAN card — photo or PDF

Please attach your PAN card.

Aadhaar * Upload Aadhaar — front & back, or PDF

Please attach your Aadhaar.

Photograph * Upload a passport-style photo

Please attach a photograph.

Mobile number *

Enter a valid 10-digit mobile number.

Email *

Enter a valid email address.

Residential status *

Please select your residential status.

Gender *

Please select your gender.

Residential address *

Please enter your address.

City *

Required.

State / UT *

Please select your state.

PIN code *

Enter a valid 6-digit PIN.

Signaturealways required, even if KYC is validated

Signature on white paper * Upload signature — sign on plain white paper, then photograph it

Your signature is used only for onboarding, KYC (if your KYC is not already validated), and BSE Customer ID creation — nothing else. Strictly confidential and secure, assured.

Please attach your signature.

Bank & nominee

Your bank details are used to register your SIP mandate and pay out redemptions.

Bank name *

Type to search, or pick from the list.

Please select or enter your bank.

Account type *

Required.

Account number *

Required.

Confirm account number *

Account numbers do not match.

IFSC code *

Enter a valid 11-character IFSC.

Branch *

Auto-filled when you enter a valid IFSC — you can edit it.

Please enter your branch.

Bank proof — cancelled cheque / bank statement * Upload bank proof — cancelled cheque or first page of passbook/statement

Name and account number should be clearly visible.

Please attach a bank proof.

Nomination *

Choose “Two nominees” to add a second nominee at 50% each.

Nominee details100% share

Nominee full name *

Required.

Nominee relationship *

Required.

Nominee date of birth *

Please enter the date of birth.

Nominee document proof * Upload nominee proof — PAN, Aadhaar or birth certificate

Please attach the document proof.

Thank you, there!

Your onboarding details have been recorded. A member of the GP Wealth Team will get in touch shortly to complete your account setup.

GP Wealth · +91 98491 16869 · contact@gpwealth.in

You’re in the right place. Since 2017, GP Wealth has helped resident and NRI investors build and review their portfolios, backed by in-house research and regular check-ins. The GP Wealth Team looks forward to welcoming you and treating your goals as its own.

Preview mode — in the live version this submits securely to the GP Wealth Team.

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