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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 AOF form)

Downloand

  • Attach required documents
  • Attach required documents
  • Sign on the form
  • Call us at: +91 9304830231 for collection
2 AOF 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: moneyexcelplus@gmail.com
OR Call to connect at: +91 9304830231

MF Forms Offline

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.

Name Tax Forms
For Individuals having Income from Salary & Interest
For Individuals and HUFs not having income from profits and gains of business or profession
For Individuals & HUFs having Income from a proprietory business or profession
For Presumptive Income from Business & Profession
For persons other than,- (i) individual, (ii) HUF, (iii) company and (iv) person filing Form ITR-7
For Companies other than companies claiming exemption under section 11
For persons including companies required to furnish return under sections 139(4A) or 139(4B) or 139(4C) or 139(4D) or 139(4E) or 139(4F)
Where the data of the Return of Income in Form ITR-1 (SAHAJ), ITR-2, ITR-3, ITR-4(SUGAM), ITR-5, ITR-7 filed but NOT verified electronically
Acknowledgement
KYC

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 Form
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 Form
1 FATCA Individual Form (Cams)
2 FATCA CRS Declaration Individual Form (Karvy)
3 FATCA Non Individual Form (Karvy)
4 FATCA UBO Entities (Cams)
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 Form
1 PAN 49A New Form
2 PAN Change Form