Import New Customer Feed Structure(Support .TXT File only)
Field Sequence Data Item Type Can be blank Length Remarks
Field1 Investor Name Character No 70 Investor Name as per PAN/ITD
Field2 Broker Code Character No 20 Broker Code
Field3 Address1 Character No 120 Address1
Field4 Address2 Character No 120 Address2
Field5 City Character No 35 City
Field6 State Character No 4 State
Field7 Country Character No 35 Country
Field8 Pincode Number No 15 Pincode
Field9 Email Character No 128  Email ID
Field10 Mobile No Number No 13 Mobile Number
Field11 Hold n Code Character No 2 Holding Nature
Field12 Customer PAN Character No 10 Customer PAN Number
Field13 Tax Status Code Character No 2 Tax Status Code
Field14 Occupation Code Character No 2 Occupation Code
Field15 Transaction Through Character No 10 Transaction Through (OL for Online,PH for Phone,IP for In-Person and ALL)
Field16 Date of Birth Date(MM/dd/yyyy) No 11 DOB/DOI as per PAN/ITD
Field17 Bank Code Character No 40 Customer Bank Code
Field18 AcType Character No 5 Account Type
Field19 AcNo Number No 40 Account Number
Field20 IFSC Code Character No 11 IFSC Code
Field21 Branch Name Character No 40 Branch Name
Field22 Branch Address1 Character No 120 Branch Address
Field23 Branch City Character Yes 35 Branch City
Field24 Branch Pincode Character Yes 15 Branch Pincode
Field25 JH1 Name Character Yes 75 Joint Holder 1 Name as per PAN/ITD
Field26 JH1 PAN Character Yes 10 First Joint Holder PAN
Field27 JH1 Email Character No 128  Joint Holder 1 Email ID
Field28 JH1 Mobile No Number No 13 Joint Holder 1 Mobile Number
Field29 JH2 Name Character Yes 75 Joint Holder 2 Name as per PAN/ITD
Field30 JH2 PAN Character Yes 10 Second Joint Holder PAN
Field31 JH2 Email Character No 128  Joint Holder 2 Email ID
Field32 JH2 Mobile No Number No 13 Joint Holder 2 Mobile Number
Field33 Guardian Character Yes 120 Guardian Name as per PAN/ITD
Field34 Guardian PAN Character Yes 10 Guardian PAN Number
Field35 Nominee Count Number Yes 1 Nominee Count
Field36 Nominee Name1 Character Yes 40  Nominee Name
Field37 Nominee1 Relation Character Yes 40 Nominee Relation
Field38 Nominee1 Address1 Character Yes 120 Nominee1 Address1
Field39 Nominee1 Address2 Character Yes 120 Nominee1 Address2
Field40 Nominee1 Address3 Character Yes 120 Nominee1 Address3
Field41 Nominee1 City Character Yes 40 Nominee1 City
Field42 Nominee1 PINCODE Character Yes 15 Nominee1 PINCODE
Field43 Nominee1 State Character Yes 2 Nominee1 State
Field44 Nominee1 COUNTRY Character Yes 40 Nominee1 COUNTRY
Field45 Nominee1 PERCENTAGE Number Yes (25,8) Nominee1 PERCENTAGE
Field46 Nominee2 Name Character Yes 40 Nominee2 Name
Field47 Nominee2 Relation Character Yes 40 Nominee2 Relation
Field48 Nominee2 PERCENTAGE Number Yes (25,8) Nominee2 PERCENTAGE
Field49 Nominee3 Name Character Yes 40 Nominee2 Name
Field50 Nominee3 Relation Character Yes 40 Nominee3 Relation
Field51 Nominee3 PERCENTAGE Number Yes (25,8) Nominee2 PERCENTAGE
Field52 NRI Address1 Character Yes 120 NRI Address1
Field53 NRI Address2 Character Yes 120 NRI Address2
Field54 NRI Address3 Character Yes 120 NRI Address3
Field55 NRI City Character Yes 40 NRI City
Field56 NRI Pincode Character Yes 25 NRI Pincode
Field57 NRI Country Character Yes 35 NRI Country
Field58 NRI State Character Yes 35 NRI State
Field59 FH cKYC Flag Character No 1 FH cKYC Flag (Y/N)
Field60 FH Ref No Character Yes 15 First holder Ref No
Field61 Guardian cKYC Flag Character No 1 Guardian cKYC Flag (Y/N)
Field62 Guardian Ref No Character Yes 15 Guardian Ref No
Field63 Guardian DOB Date(MM/dd/yyyy) Yes 11 Guardian DOB as per PAN/ITD
Field64 JH1 cKYC Flag Character No 1 JH1 cKYC (Y/N)
Field65 JH1 Ref No Character Yes 15 Joint Holder1 Ref No
Field66 JH1 DOB Date(MM/dd/yyyy) Yes 11 Joint Holder 1 DOB as per PAN/ITD
Field67 JH2 cKYC Flag Character No 1 JH2 cKYC (Y/N)
Field68 JH2 Ref No Character Yes 15 Joint Holder2 Ref No
Field69 JH2 DOB Date(MM/dd/yyyy) Yes 11 Joint Holder 2 DOB as per PAN/ITD
Field70 TITLE Character Yes 6 Mr., Mrs., Ms., M/S.
Field71 DP ID Number Yes 16 1234567899874561
Field72 Register POA Character No 1 If this column updated as Y all remaining 15 columns are mandatory. If N remaining columns are optional.
Field73 POA Name Character Yes 70 POA Name
Field74 POA Email Character Yes 128 POA Email
Field75 POA Mobile Number Yes 13 POA Mobile No.
Field76 End Date Date(MM/dd/yyyy) Yes 11 POA End Date
Field77 Perpetual Character Yes 1 Perpetual Flag(Y/N)
Field78 Type of Transaction Character Yes 120 Transaction Type(DCPMS for Discreationary PMS,NDCPMS for Non Dis-creationary PMS)
Field79 POA Bank Name Character Yes 40 POA Bank Name
Field80 POA Bank Account Type Character Yes 5 POA Bank Account Type
Field81 POA Bank Account No. Character Yes 40 POA Bank Account Number
Field82 POA Bank IFSC Character Yes 11 POA Bank IFSC Code
Field83 POA Bank MICR Character Yes 9 POA Bank MICR Number
Field84 POA Bank Branch Character Yes 40 POA Bank Branch Name
Field85 POA Bank Email Character Yes 128 POA Bank Email
Field86 POA Bank Mobile Character Yes 13 POA Bank Mobile
Field87 Proof of Account Character Yes 120 Proof Of Account
Field88 MICR No Number Yes 9 MICR Number
Field89 Guardian Relation Character Yes 20 Value Should be NG or LG; NG - Natural guardian or LG-Legally appointed guardian
Field90 Mobile Relation Character Yes 20 Value Should be SE = Self SP = Spouse DC = Dependent Children DS = Dependent Siblings DP = Dependent Parents GD = Guardian PM = PMS CD = Custodian PO = POA
Field91 Email Relation Character Yes 20 Value Should be SE = Self SP = Spouse DC = Dependent Children DS = Dependent Siblings DP = Dependent Parents GD = Guardian PM = PMS CD = Custodian PO = POA
Field92 Nominee 1 PAN Character Yes 20 Nominee 1 PAN
Field92 Nominee 2 PAN Character Yes 20 Nominee 1 PAN
Field94 Nominee 3 PAN Character Yes 20 Nominee 3 PAN
Field95 Nominee Opted Character Yes 1 Nominee Opted Status
Field96 JH1 Mobile Relation Character Yes 20 Value Should be SE = Self SP = Spouse DC = Dependent Children DS = Dependent Siblings DP = Dependent Parents GD = Guardian PM = PMS CD = Custodian PO = POA
Field97 JH1 Email Relation Character Yes 20 Value Should be SE = Self SP = Spouse DC = Dependent Children DS = Dependent Siblings DP = Dependent Parents GD = Guardian PM = PMS CD = Custodian PO = POA
Field98 JH2 Mobile Relation Character Yes 20 Value Should be SE = Self SP = Spouse DC = Dependent Children DS = Dependent Siblings DP = Dependent Parents GD = Guardian PM = PMS CD = Custodian PO = POA
Field99 JH2 Email Relation Character Yes 20 Value Should be SE = Self SP = Spouse DC = Dependent Children DS = Dependent Siblings DP = Dependent Parents GD = Guardian PM = PMS CD = Custodian PO = POA
Field100 Nominee1 Date of Birth Date (MM/dd/yyyy) Yes 11 Nominee1 Date of Birth
Field101 Nominee1 Guardian Name Character Yes 75 Nominee1 Guardian Name
Field102 Nominee1 Guardian PAN Character Yes 10 Nominee1 Guardian PAN
Field103 Nominee1 Guardian Relation Character Yes 40 Nominee1 Guardian Relation
Field104 Nominee2 Date of Birth Date (MM/dd/yyyy) Yes 11 Nominee2 Date of Birth
Field105 Nominee2 Guardian Name Character Yes 75 Nominee2 Guardian Name
Field106 Nominee2 Guardian PAN Character Yes 10 Nominee2 Guardian PAN
Field107 Nominee2 Guardian Relation Character Yes 40 Nominee2 Guardian Relation
Field108 Nominee3 Date of Birth Date (MM/dd/yyyy) Yes 11 Nominee3 Date of Birth
Field109 Nominee3 Guardian Name Character Yes 75 Nominee3 Guardian Name
Field110 Nominee3 Guardian PAN Character Yes 10 Nominee3 Guardian PAN
Field111 Nominee3 Guardian Relation Character Yes 40 Nominee3 Guardian Relation