Visit our office or call us at +91-8242443596 for
documents related to investing

We have collected all the major and important forms related to Mutual Funds, Income Tax, PAN, KYC, etc. for your need in one place so that you don't have to hassle around the whole web for the same.

MF Forms Online

SL No Documentation required If, Yes If, No
1
KYC
Check status here		 Proceed to Step 2
(Fill the IIN form)
Download form
Individual | Non Individual
  • Attach required documents
  • Self attest all documents
  • Sign on the form
  • Call us at: +91-8242443596 , +91-9448012241 for collection
OR
OR
2 IIN form (This is one time
registration form for
online transaction)
Proceed to our
Login section and start
investing
  • Attach a cancelled cheque
  • Sign the form
  • Send us the scanned copy at:
    lifelinewealth2@gmail.com
    • OR
    Call to connect at: +91-8242443596 , +91-9448012241

MF Forms Offline

Investment in mutual funds at your ease in any fund house of your choice shown below. We have gathered all the common, STP, SIP forms with ARN and EUIN code attached so that you can track all your investment with us.

Income Tax Forms

We have collected all the forms related to Income tax at one place, according to your needs to get relief from tax from Investment, property, etc; for your ease and to save time so that you don't have to hassle around to find each of them throughout the site.

KYC Forms

Know your customer (KYC) is the process of a business verifying the identity of its clients. Know your customer processes are also employed by companies of all sizes for the purpose of ensuring their proposed agents, consultants, or distributors are antibribery compliant.

# Document Type Link
1 Central KYC
2 KYC Non-Individual Form
3 Annexure KYC Non-Individual Form

FATCA/UBO Forms

Permanent Account Number (PAN) is a code that acts as identification of Indians, especially those who pay Income Tax. It is a unique, 10-character alpha-numeric identifier, issued to all judicial entities identifiable under the Indian Income Tax Act 1961.

# Document Type Link
1 FATCA Individual Forms
2 FATCA Corporate Forms
3 UBO Forms

Download Challan Forms

PAN Forms

Permanent Account Number (PAN) is a code that acts as identification of Indians, especially those who pay Income Tax. It is a unique, 10-character alpha-numeric identifier, issued to all judicial entities identifiable under the Indian Income Tax Act 1961.

# Document Type Link
1 PAN 49A New Form
2 PAN Change Form

Miscellaneous Downloads

We gathered all the forms and documents related to financial education, investments and disclosure here at single place

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.