Client Onboarding

Who are you onboarding?

Are you onboarding yourself, or a company / entity?

🧑 Individual

🏢 Non-Individual

What type of entity?

Select the kind of organisation you are onboarding.

👪 HUF

🤝 Partnership Firm

🏛️ Private Limited Company

🏢 Public Limited Company

🧾 Proprietorship

Your details

Please enter your information exactly as it appears on your Aadhaar card.

Full Name *

Mobile Number * 10 digits, no +91

Email Address *

Date of Birth *

Mother's Name *

Place of Birth * City / town where you were born

Income details

Source of Income *

Annual Income Range *

Upload documents

Take clear photos with your phone camera. Each file must be under 10 MB.

Aadhaar Card * Front and back, or one combined image

📷

Tap to upload

Aadhaar Number *

Address on Aadhaar

PAN Card *

📷

Tap to upload

PAN Number *

Cancelled Cheque OR Bank Statement * Either one is fine — first page only

📷

Tap to upload

Bank Account Number *

IFSC Code *

Passport-size Photo *

📷

Tap to upload

Your Signature * Sign on white paper and upload a clear photo, or upload a scanned e-signature image

✍️

Tap to upload signature

Nominee 1

The person who will receive benefits in your absence.

Full Name *

Relationship to you *

Aadhaar Number * 12 digits, no spaces

Nominee's Aadhaar Card Photo *

📷

Tap to upload

Address on Aadhaar

Mobile Number *

Email Address *

Add a second nominee?

Optional. You can add a backup nominee if you want.

➕ Yes, add one

⏭️ Skip

Were you referred by someone?

Optional. If a Trustner advisor or friend referred you, let us know.

Referred By — Name Optional

Referred By — Phone Optional

HUF details

Details of the Hindu Undivided Family and its documents.

HUF Name *

HUF PAN Card *

📷

Tap to upload

HUF PAN Number *

Bank Statement of the HUF * First page only

📷

Tap to upload

HUF Address * Same as bank statement address

Karta details

Karta Name *

Karta PAN Card *

📷

Tap to upload

Karta PAN Number *

Karta Aadhaar Card *

📷

Tap to upload

Karta Aadhaar Number *

Karta Mobile *

Karta Email *

Partnership Firm details

Firm identity and its documents.

Firm Name *

Firm PAN Card *

📷

Tap to upload

Firm PAN Number *

Bank Statement of the Firm *

📷

Tap to upload

Board Resolution *

📄

Tap to upload

Balance Sheet — Last Year *

📄

Tap to upload

Balance Sheet — Year Before *

📄

Tap to upload

Authorised Signatories

Add all authorised signatories. At least one is required.

Partners

Add all partners of the firm. At least one is required.

Company details

Company identity and its documents.

Company Name *

Company PAN Card *

📷

Tap to upload

Company PAN Number *

Bank Statement of the Company *

📷

Tap to upload

Memorandum of Association (MOA) *

📄

Tap to upload

Articles of Association (AOA) *

📄

Tap to upload

Balance Sheet — Last Year *

📄

Tap to upload

Balance Sheet — Year Before *

📄

Tap to upload

Board Resolution *

📄

Tap to upload

Certificate of Incorporation *

📄

Tap to upload

Shareholding Letter *

📄

Tap to upload

Authorised Signatories

Add all authorised signatories. At least one is required.

Directors

Add all directors of the company. At least one is required.

Proprietor details

Personal details of the proprietor, exactly as on Aadhaar.

Full Name *

Mobile Number * 10 digits, no +91

Email Address *

Date of Birth *

Mother's Name *

Place of Birth * City / town where you were born

Income details

Source of Income *

Annual Income Range *

Proprietor documents

Take clear photos with your phone camera. Each file must be under 10 MB.

PAN Card *

📷

Tap to upload

PAN Number *

Aadhaar Card * Front and back, or one combined image

📷

Tap to upload

Aadhaar Number *

Address on Aadhaar

Cancelled Cheque OR Bank Statement * Either one is fine — first page only

📷

Tap to upload

Bank Account Number *

IFSC Code *

Passport-size Photo *

📷

Tap to upload

Your Signature * Sign on white paper and upload a clear photo, or a scanned e-signature image

✍️

Tap to upload signature

Business details

Details of the proprietorship business.

Trade Name *

GST Certificate *

📄

Tap to upload

GST Number *

Trade License *

📄

Tap to upload

Review your details

Please check everything before submitting.

✓

All done!

Your details have been received. We'll contact you on WhatsApp shortly.