Starting Financial Planning 3: Documentation Process by Taresh Bhatia (AdvantageFP)
Advantage Starting Planning Process Demo Video 3 documentation: Taresh explains in this video about the necessary documents required for starting your financial planning.
Passport size Photograph
ID Proof: PAN
Address Proof – (if your address is the same as Aadhar, then you do not have to give us separate address proof like Passport). Only Aadhar is your Address.(Passport, Ration Card, Registered Lease/Sale Agreement of Residence, Driving License, Voter Identity Card, *Latest Bank A/c Statement/Passbook, *Latest Telephone Bill (only Land Line), *Latest Electricity Bill, *Latest Gas Bill)