Signup
Signup is the process of creating an account for the client on the AssetPlus app. The client has to provide only his/her name and phone number for sign...
Thu, 6 Jul, 2023 at 6:28 PM
Signup initiated by advisor On the dashboard, in the quick action section click on Onboard Clients. Enter Name, Phone Number and PAN number of the...
Fri, 17 Jun, 2022 at 4:52 PM
Self-signup by client Step 1: Share the link Share your distribution link with your client. You can share this link with anyone via SMS, Email, WhatsApp, ...
Thu, 6 Jul, 2023 at 6:30 PM
We also have support for family accounts. In this case, there will be one head of the family, who will control the accounts of all the family members. The h...
Fri, 17 Jun, 2022 at 4:56 PM
If you have clients who have already been investing under your ARN, we can help you create accounts for them along with existing investments in bulk. Please...
Fri, 10 Jan, 2020 at 11:49 AM
As per the recent SEBI circular, payments for minor investments can be accepted through the minor's bank account, their parent or legal guardian, or fro...
Wed, 13 Nov, 2024 at 12:48 PM