How Can I Open a Corporate Account for a Private or Public Company at Zerodha?

To open a corporate account, you must visit a physical location as it cannot be done online like resident individual accounts. The documents required for a corporate account depend on whether the company and the director have registered KYC. If they haven’t, you’ll need the following documents to open a corporate account:

Please provide the following documents for the equity and commodity application:

• Equity application form
• Commodity application form
• Demat Debit and Pledge Instruction (DDPI) (optional)
• Foreign Account Tax Compliance Act (FATCA) declaration (PDF)

Additionally, Include the following:

• A PAN copy of the company, signed and sealed by the authorized signatory or director.
• Address proof in the company’s name, such as a utility bill, lease or rent agreement, or a copy of the Ministry of Corporate Affairs (MCA).
• The latest month’s transaction copy of the company’s bank statement.

To activate your F&O and commodity segments, following documents are included:

• Copy of your balance sheet
• bank account proof

For proof of income:

• The latest six months’ bank statement
• Last year’s income tax return acknowledgment
• Latest year’s audited profit and loss statement
• DP holding statement of the entity
• Board resolution on the company letterhead in PDF format
• UBO Annexure A in PDF format. 

Please ensure that the documents are authentic, valid, and in the correct format.

Send the soft copy of all forms to forms@zerodha.com, and courier all documents to Zerodha at the address mentioned below:

Zerodha,

153/154, 4th Cross, J.P Nagar 4th Phase,

Opp. Clarence Public School,

Bengaluru – 560078

Account processing may take up to 72 working hours.