Home
About Us
About Sunshine Financials
Certified Personal Financial Advisor (CPFA)
The Sunshine Advantage
Our Vision, Mission & Ethical Philosophy
Testimonials
Independent : Intelligent : Innovative
Our Clients
Starting out on your career
Established Career
Just Married
Plan for Children Expenses
Nearing Retirement and Retired
Changed Circumstance
Non Resident Indian (NRI)
Our Services
Independent Financial Planning Service
»
Goal-Based Planning
Retirement & Pension Planning
Insurance Protection Advisory
Tax Planning & Advisory
Investment Planning & Management
»
Postal Schemes
Fixed Deposits
Mutual Fund
Equity
Managed Portfolio
Real Estate
NRI Investments
Existing Portfolio Review
Personal Liability Management
Portfolio Administration & Engagement
Invest Online - On our Partner website
Our Fee-based Advisory Model
Information Hub
KYC / FATCA / AADHAAR
Sunshine Research Reports
Download Forms
»
Common forms
MF Application forms
Current NFOs
Current FMPs
Calculators
»
SIP Calculator
Growth Calculator
Goal Calculator
Child Education Planner
Retirement Planner
Useful Articles & Links
FAQs
Contact Us
Address & Location Map
Feedback Form
Common Forms
NSE NMF Forms
»
Investor Registration Form - Blank
»
NSE Bank Debit Mandate Form - Blank
Common Transaction Form
»
Click here to download
CKYC Forms
»
CKYC Application Form
Individual investors willing to register KYC afresh or modify their existing CKYC records have to download and fill this CKYC form.
»
Supplementary CKYC Form
Individual investors who are already KRA-KYC compliant can fill this supplementary CKYC Form to upgrade their KYC to CKYC
To get a fresh perspective on how to achieve your financial goals, call us at +91 98455 99145 for a free appointment.