Pan Card (Soft Copy) Address Proof (Soft Copy) Aadhaar Card (Soft Copy) Cancelled Cheque with Printed Name (Soft Copy) of bank from which investment will be done. If cheque is not available then passbook with latest entries is required for PSU banks. If cheque is not available then latest one month account statement in PDF is required for private banks. Please make sure that the spelling of name is same on all the documents as mentioned above.
Pan Card (Soft Copy) Address Proof (Soft Copy) Aadhaar Card (Soft Copy) Cancelled Cheque with Printed Name (Soft Copy) of bank from which investment will be done. If cheque is not available then passbook with latest entries is required for PSU banks. If cheque is not available then latest one month account statement in PDF is required for private banks. Please make sure that the spelling of name is same on all the documents as mentioned above.
Documents required for applying Personal Accident & Disability InsurancePan Card (Soft Copy) Address Proof (Soft Copy) For Salaried - Latest 3 months Pay Slip For Salaried - Latest 3 years Form-16 or Latest 3 years ITR For Businessmen - Latest 3 years ITR with Computation of Income & Balance Sheet One Original Cheque for Insurance Premium Payment Existing Personal Accident Policy (Soft Copy).
Application for loan against securities to be done online through E-Wealth Account Loan sanction status updated within minutes on E-Wealth Account E-sign of loan agreement & security pledge documents Fast disbursement of loan amount On line loan repayment option available No foreclosure charges Partial repayment is available.
Important PointsOnline LAS application can only be done by individual clients For online LAS application the securities needs to be in Demat of NJ LAS can be initiated from E-Wealth Account Soft copy of pan card & cancel cheque (printed name) has to be uploaded in jpeg/pdf format Loan amount will be disbursed in the bank account given at the time of LAS application LAS will be available against – Mutual Funds, Shares and RBI bonds Close ended funds & ELSS funds which are still locked in cannot be pledged Minor's securities cannot be pledged In case applicant for LAS is above 65 years of age it is mandatory to have a co-applicant who is a major and less than 65 years of age LAS will not be offered on any PMS Investments (Equity & Mutual Fund) Loan amount eligible for Equity & Arbitrage Mutual Funds – approx. 50% of portfolio value Loan amount eligible for Liquid & Debt Mutual Funds – approx. 80% of portfolio value.


