Demat Account Opening Documents Quiz
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Questions and Answers

Which document is mandatory for opening a demat account?

  • Income Proof
  • Pan Card (correct)
  • Address Proof
  • Bank Proof
  • What is the acceptable format for the live selfie photograph?

  • Studio photograph
  • Cropped from PAN card
  • Black and white photograph
  • Recent live photograph (correct)
  • Which of the following is NOT an accepted address proof document?

  • Driving license
  • Salary slip (correct)
  • Voter ID
  • Passport
  • Which of the following income proof documents is NOT mentioned in the text?

    <p>Latest utility bill</p> Signup and view all the answers

    What is the checklist for the PAN card document?

    <p>Applicant name, father's name, PAN number, DOB, signature, photo</p> Signup and view all the answers

    Which of the following is NOT a type of demat account mentioned in the text?

    <p>Family Demat Account</p> Signup and view all the answers

    What is the acceptable form of address proof according to the checklist?

    <p>Form 16 (A &amp; B)</p> Signup and view all the answers

    Which of the following is NOT an acceptable form of income proof according to the checklist?

    <p>Utility bill</p> Signup and view all the answers

    What is the required authorization for an ITR copy to be accepted as income proof?

    <p>Digital Signature</p> Signup and view all the answers

    Which of the following is not a valid reason for document rejection according to the text?

    <p>Incorrect file format</p> Signup and view all the answers

    What is the required information on the bank proof according to the checklist?

    <p>Applicant name, pre-printed bank name, account number, and IFSC/MICR code</p> Signup and view all the answers

    What is the acceptable form of income proof according to the checklist?

    <p>All of the above</p> Signup and view all the answers

    What is one of the key features offered by Samco?

    <p>All of the above</p> Signup and view all the answers

    What is the purpose of the 'Event Calendar' feature in Samco's application?

    <p>To keep track of upcoming company results and corporate actions</p> Signup and view all the answers

    Which of the following is NOT mentioned as a feature provided by Samco?

    <p>Portfolio optimization based on risk tolerance</p> Signup and view all the answers

    What is the purpose of the 'Options Greeks' feature in Samco's platform?

    <p>To calculate the sensitivity of an options contract price to various factors</p> Signup and view all the answers

    Which of the following features is NOT mentioned in the text?

    <p>Portfolio rebalancing tool</p> Signup and view all the answers

    What is the purpose of the 'Future Open Interest Analytics' tab in Samco's platform?

    <p>To categorize stocks and indices into various categories based on open interest</p> Signup and view all the answers

    What is the maximum number of referrals allowed per customer per month?

    <p>20</p> Signup and view all the answers

    Which of the following cohorts does NOT have a specified gift voucher value?

    <p>NEW CUSTOMERS OF JAN'24</p> Signup and view all the answers

    Which of the following conditions must be met for an introducer to participate in the referral program?

    <p>The introducer must be trade-active in the last 365 days</p> Signup and view all the answers

    Which of the following gift vouchers is NOT offered as part of the referral program?

    <p>Netflix</p> Signup and view all the answers

    Which of the following statements is true about the gift voucher values?

    <p>The gift voucher value for COHORT 1 is higher than that of COHORT 2</p> Signup and view all the answers

    Which of the following conditions must be met for a referee to be eligible for the referral program?

    <p>The referee must have an equity segment account</p> Signup and view all the answers

    What is the main benefit of the Leverage = Upto 4x Stock Plus feature offered by the platform?

    <p>It provides margin against your holdings for intraday and positional trading.</p> Signup and view all the answers

    What is the key feature of the Stock Basket powered by the Giga Trading Engine?

    <p>It evaluates over 2 crore data points to discover the best quality stocks for long-term wealth creation.</p> Signup and view all the answers

    What type of insights can users obtain from the Samco Star back office?

    <p>Detailed trade and portfolio summaries, P&amp;L statements, and transaction ledger.</p> Signup and view all the answers

    Which feature of the Samco platform allows investors to select and invest in the best mutual funds?

    <p>Stock Basket powered by the Giga Trading Engine</p> Signup and view all the answers

    What is the primary purpose of the comprehensive dashboard offered by the Samco platform?

    <p>To track all holdings across equities and mutual funds in a single place.</p> Signup and view all the answers

    Study Notes

    Demat Account Documents

    • A PAN card is a mandatory document for opening a demat account
    • A live selfie photograph should be in a .jpg or .jpeg format, with a minimum size of 5KB and a maximum size of 2MB

    Address Proof

    • The following are acceptable address proof documents: Aadhaar card, Driving License, Voter ID, Passport, and Utility bills (not more than 3 months old)
    • Rental Agreement and Bank Statement are NOT accepted as address proof documents

    Income Proof

    • The following are acceptable income proof documents: Salary Slips, Form 16, ITR (with required authorization), and Pension Slips
    • ITR copy must have a signed and stamped declaration by the CA, and must be submitted with a cancelled cheque
    • Bank Statement is NOT an accepted income proof document

    Demat Account Types

    • The following are types of demat accounts: Individual, Joint, HUF, and NRI
    • Minor Account is NOT a type of demat account mentioned in the text

    Samco Features

    • Samco offers Leverage up to 4x Stock Plus, allowing investors to invest more with lesser capital
    • The Options Greeks feature provides users with Greeks data, including Delta, Gamma, Theta, and Vega, to help with options trading decisions
    • The Future Open Interest Analytics tab provides insights into market sentiment and trends
    • The Event Calendar feature helps users track upcoming corporate events and their impact on the market
    • The Stock Basket feature, powered by the Giga Trading Engine, allows users to select and invest in multiple stocks with a single click
    • The Samco Star back office provides users with portfolio tracking, performance analysis, and risk management insights
    • The comprehensive dashboard offers a single-page view of the user's portfolio, holdings, and market information, helping with investment decisions

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    Related Documents

    New Samco PPT - Version 1.2.txt

    Description

    Test your knowledge on the required documents for opening different types of Demat accounts such as Individual Account, Joint Demat Account, and Non-Individual Account. Understand the importance of documents like PAN Card, Address Proof, Bank Proof, and Income Proof.

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