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Digital Onboarding for Resident Individuals (KYC Compliant)

  • Step 1 Fill questionnaire to assess your risk profile & product suitability (5 minutes)
  • Step 2 You will submit basic details & documents like PAN, Aadhaar, Nominee, etc. (5 minutes)
  • Step 3 We will prepare & fill all the documents - Demat Form, Agreement, Power of Attorney, etc. (1-2 working days)
  • Step 4 You will receive an email with the link for reviewing & e-signing. (5 minutes)
  • Step 5 PMS Account will be opened the next working day.
At any stage, you may save the link (URL) and resume later from the same place.