Get Portfolio Investment Scheme

The Portfolio Investment Scheme (PIS) account opening form is designed for non-resident Indians wishing to invest in Indian securities. This guide offers clear, step-by-step instructions to help users effectively complete the form online.

Follow the steps to fill out the Portfolio Investment Scheme form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Input the date in the specified format (DD/MM/YYYY) at the beginning of the form. Ensure correct calender date entry.
3. Select the type of account you wish to open by marking the appropriate box for either NRE or NRO.
4. Fill in your personal details in BLOCK LETTERS, including your title (Mr./Ms./Dr.), full name, date of birth, gender, and nationality. Mandatory fields are marked with an asterisk (*).
5. Provide your passport details, including the passport number, place of issue, date of issue, and expiry date.
6. Next, furnish your occupation and country of residence. Select the appropriate occupation category such as salaried, self-employed, or business.
7. Enter your communication details, specifying whether correspondence will be sent to your Indian address or your overseas address.
8. Input your contact details, including mobile number and email address for communication and updates.
9. Provide stock broker information including broker name, DP name, and relevant contact details.
10. Sign the declaration section confirming your understanding of the terms and conditions.
11. Affix a passport-sized color photograph in the designated space on the form.
12. Review all entered information for accuracy. Ensure all mandatory fields are completed before proceeding.
13. Once completed, save changes to the form, and you have the option to download, print, or share the form as needed.

Complete your Portfolio Investment Scheme application online today!