Onboarding

Complete your onboarding

This takes ~3–5 minutes. Keep your PAN handy.

Basic Information

Tax Status *

PAN * (ABCDE1234F)

First Name *

Middle Name

Last Name *

Date of Birth *

Gender *

Male Female Other

Contact & Address

Account Preferences

How you want to hold and operate the folio.

Mode of Holding *

Occupation *

Communication Address

This will be your primary address for communication.

Address Line 1 *

Address Line 2

Address Line 3

Pin Code *

City

State

Country

Contact Details

We’ll use this for updates and verification.

Mobile Number *

Mobile Belongs To *

Email ID *

Email Belongs To *

Bank & FATCA

Bank Details

Enter IFSC to auto-fetch bank details.

IFSC Code *

Account Type *

Bank Account Number *

Confirm Account Number *

Bank Name

Branch

Bank Address

MICR

FATCA Details

Required for compliance and declaration.

Gross Annual Income *

Source of Wealth *

Politically Exposed Person (PEP) *

Nationality *

Country of Birth *

Tax resident outside India? *

Net Worth (₹) (Optional)

Net Worth as on (Optional)

Nominee

Nomination Preferences

Nomination is available only for Single holding and non-minor investors.

Nomination Opt (NOM_OPT) *

Nomination Authentication Mode *

Nominee display in SOA (NOM_SOA) *

Nominee 1

Enter nominee details and allocation.

Name *

Relationship Code *

Applicable % *

Nominee is Minor? *

Identity & Contact

Identity Type *

ID Number *

Email *

Mobile *

Address Line 1 *

Address Line 2

Address Line 3

City *

PIN *

Country *

Nominee 2

Shown when Nominee 1 allocation is less than 100%.

Name *

Relationship Code *

Applicable % *

Nominee is Minor? *

Identity & Contact

Identity Type *

ID Number *

Email *

Mobile *

Address Line 1 *

Address Line 2

Address Line 3

City *

PIN *

Country *

Nominee 3

Shown when Nominee 1 + Nominee 2 allocation is less than 100%.

Name *

Relationship Code *

Applicable % *

Nominee is Minor? *

Identity & Contact

Identity Type *

ID Number *

Email *

Mobile *

Address Line 1 *

Address Line 2

Address Line 3

City *

PIN *

Country *

Item added to your cart

Complete your onboarding

Basic Information

Guardian Details

Contact & Address

Account Preferences

Joint Holder Details

Second Holder

Third Holder (Optional)

Communication Address

Contact Details

Foreign Address

Bank & FATCA

Bank Details

FATCA Details

Other Tax Residency

Nominee

Nomination Preferences

Nominee 1

Identity & Contact

Nominee 2

Identity & Contact

Nominee 3

Identity & Contact