For Real Estate Funds (REITs), the document list typically includes:

 

1. Application Form:

• A completed and signed application form for investing in a Real Estate Investment Trust (REIT).

 

2. Identity Proof:

• A government-issued photo ID such as a passport, Aadhaar card, or driver's license.

 

3. Address Proof:

• Recent address proof such as a utility bill, bank statement, or rental agreement.

 

4. PAN Card:

• Permanent Account Number (PAN) card of the investor.

 

5. KYC Compliance Documents:

• Know Your Customer (KYC) documentation, including a photograph, KYC form, and proof of identity and address for regulatory compliance.

 

6. Demat Account Details:

• A valid Demat account to hold REIT units, as REITs are traded on stock exchanges.

 

7. Bank Account Details:

• A canceled cheque or bank account statement to link the investor’s bank account for dividend payments and fund transfers.

 

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