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Client Information
Name as per PAN Card
PAN No
Aadhar No
Date of Birth
Place of Birh
Annual Income
Occupation
Tax Status (Individual /Non-individual?)
Father Name
Mother Name
Contact Details( As per Aadhar Card
Name as per Aadhaar Card
H. No.
Street No/ Village
Area/Disrtict
City
Pin Code
State
Country
Mobile
E-mail ID
Bank Mandate Details
Name as per Bank Recods
Name Of the Bank
Branch
City
Pin Code
A/c Type (SB / CA?)
A/c No
IFSC code
MICR No
Nominee Details
Nominee Name
Nominee Date of Birth
Relationship to Client
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