Required Documents and Forms

Guardians must sign and submit the following documents in the presence of a Reliable Stocks representative:

• Application form
• Equity application form
• Submitting DDPI is optional. Clients who have opened accounts online can use the CDSL TPIN to authorise the debit of securities.
• KYC application form for both the client and the guardian
• Vernacular risk disclosure document (RDD)

Supporting Documents

• Disability certificate from the Department of Empowerment of Persons with Disabilities showing the percentage of disability
• Notarised and self-attested copy of the certificate of guardianship
• Passport-size photographs of the client and the guardian to affix and sign across on the applications
• Self-attested PAN copies of the client and guardian with the signature under Applicant signature
• Self-attested address proofs of the client and guardian. Any one of the following documents: Driving licence, voter ID, passport, Aadhaar card. If submitting Aadhaar as proof ensure a masked Aadhaar is submitted.
• A bank account proof in the clients name. The bank proof can be one of the following: A personalised cancelled cheque with the name printed on it, bank statement, bank passbook copy with the bank account number, bank logo seal, MICR and IFSC code clearly visible.

Instructions for Filling Forms

Follow these requirements when completing the account opening forms:

• Obtain notary or doctors attestation on the top right-hand corner of the Reliable Stocks logo on the KYC page, and on the PAN and address proof
• Fill in all details, including witness details, on the declaration form
• Ensure the guardian signs the Risk Disclosure Document (RDD) and includes the name and signature of the witness to the documentation
• Explain the implications of the RDD in vernacular language and ensure the RDD is signed in the clients vernacular language

Procedure for Opening and Closure Account

Steps to Opening Reliable Stocks Off Line Account Opening

1. Visit www.reliablestocks.net
2. In the top menu, go to Downloads >> RSSIL KYC Book Forms
3. Download and print the account opening form.
4. Sign at all of the places marked X. Your signature should be same as in the ID proofs you will submit with the form.
5. Affix a recent passport size photo in the specified place in the form and sign across it.
6. Attach all the required documents to the form and courier it to the company address provided in the website. A company representative will contact you to take the process forward.
7. Required Documents: PAN Card, AADHAAR Card, Cancelled Cheque Leaf, Months Bank Statement (Cash Segment) and Months Bank Statement (F&O Segment)

Reliable Account Opening Status

Reliable takes 2 working days to open the account after they receive the signed account opening forms. The customer receives an email confirmation after the account is opened.

If you do not receive a welcome email after 2 days, please give a call to Reliable support team and they can tell you the status of account opening.

Step by Step Procedure for Filing a Complaint

Below is the detailed write up on procedure for filing a complaint on designated email id, Phone number and procedure for finding out status of the complaint basis Ticket Number:

How to create a ticket or raise a complaint at Reliable Stocks?

A complaint can be raised by creating a ticket on Reliable Stocks support portal. To create a ticket, follow these steps:

1. Go to www.reliablestocks.net/support >> Support Portal
2. Enter your Mobile no and fill up the captcha, then submit.
3. It will navigate to support system, click create ticket and fill up required details.
4. Enter the query details under Describe your issue in detail.
5. Click on Choose file if a file is to be attached.
6. Customers will receive an email acknowledgement on their Registered Email ID, with the Ticket number for the complaint registered.

Voice

Customers can call the Helpline nos.

+91 9840940427
+044 - 42031952

Once you sign up, you will have complete access to our self-service portal and you can use your account to raise support tickets and track their status.

How to Track Complaints or Tickets at Reliable Stocks

Reliable Stocks account holders can track complaints or tickets by following these steps:

1. Visit reliablestocks.net/support
2. Log in with the client credentials, then submit.
3. Click on the ticket that needs to be tracked.

To reopen a ticket, follow these steps:

1. Click on the ticket that is to be reopened.
2. Click on Reopen Ticket.
3. Enter the response.
4. Click on Reply.