NRIs, Indian residents in addition to owners of Sole Proprietorship concerns, Private Trusts, Public or Private Limited Companies are eligible to apply for a Loan Against Securities. Applicants must be at least 21 years of age, and must have proof of stable income to apply for Loan Against Securities.

Read more to find out about the eligibility criteria in detail:

Loan Against Mutual Funds Eligibility Criteria

  • Customers desirous of applying for a loan should avail of NetBanking services
  • They should own mutual funds with CAMS as the transfer agent

Loan Against Shares Eligibility Criteria

  • Customers desirous of applying for a loan should possess a Savings, Current and Demat Account
  • They should hold approved shares of a basic minimum value as specified by us

Any other conditions as specified by us from time to time.

Documents Required For Loan Against Securities

  • Application form with a recent photograph
  • Proof of Identity*
  • Proof of Address*
  • Bank account proof
  • Demat account proof
  • Demat / Mutual Fund holding statement
  • Income proof**

*In line with Know Your Customer (KYC) policy
** As applicable

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