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Banyantree Advisors

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FAQ Category: Account Opening

Can I directly onboard as a client without going through an agent or distributor?

Absolutely. To initiate the onboarding process, please complete the ‘Contact Us’ form on our website. Following that, we will arrange a call with you to proceed further.

Which financial institution will my bank and demat accounts be opened with?

Your bank and demat accounts will be opened at HDFC Bank, which serves as the designated custodian for client assets.

How is the account structured and set up? What is the structure and setup process for an account?

To set up an account for a resident Indian client, we assist in opening both a bank account and a demat account. For Non-Resident Indians (NRIs), we additionally open a trading account alongside the bank and demat accounts. These accounts are established under the client’s name, and the client grants a Power of Attorney (PoA) to operate and manage these accounts on the client’s behalf. Clients have the flexibility to open accounts either individually or jointly, and also appoint nominees for both bank and demat accounts.

How long does it take to set up my account with Banyan Tree Advisors?

Once all documents are signed and the Know-Your-Customer (KYC) verification is complete, it will take approximately 5 to 7 working days to set up the account.

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