Pre-requisites for E-PMS Account creation
(Keep the below documents handy)

Mandatory scan copy, for all the holders (in JPG / JPEG / PNG format, size not more than 2 MB)

  1. PAN copy
  2. Proof of Identity- 8 Digit masked Aadhar card front image / Passport copy / Driver Licence etc.
  3. Proof of Address - Aadhar card back page / Passport Copy /Driver Licence etc.
  4. Signature image on piece of paper (size not more than 20 kb)
  5. Handwritten declaration (I have understood the illustration of the fee structure) on piece of paper [only from 1st holder]
  6. Cancelled Cheque copy where name printed on the cheque should match with the name as per application
  7. Mobile number used for the application should be linked to your Aadhar

Note :

  • Mobile number should be registered in Aadhaar Records for verifying user identity.
  • Your Email id and mobile number registered with Aadhaar are active for the E-sign verification process.
  • Make sure the first 8 digits of the Aadhaar Card are masked before uploading the Scan copy of Aadhaar front & Backside. Masking can be done by hiding the numbers with a marker or colour.
  • Aadhaar Verification XML (Click here to download Aadhaar xml) https://resident.uidai.gov.in/offline-kyc

In case account is going to be funded through fund transfer, kindly add beneficiary details as below, to save on beneficiary registration time

Payment to the designated collection account

Beneficiary Name :- MOTILAL OSWAL ASSET MANAGEMENT CO. LTD
Bank Name :- ICICI BANK
Account type :- Current A/C
Account number :- 00600350116731
IFSC code :- ICIC0000004