Partner Helpdesk

Signup 6

• What is Signup?
• How can you signup a client?
• How can the client do a Self-Signup?
• How to Signup a Family member of the Client?
• How to bulk signup clients under your ARN?

View all 6

Activation 7

• What is Activation?
• What details are required during activation?
• How to activate a client?
• List of supported banks
• Client Account Activation - Demat mode

View all 7

KYC 11

• What is KYC? and How to check status?
• How to complete KYC online?
• How to update Offline KYC?
• M-AADHAR ONLINE KYC PROCESS
• How can a Client complete the MFU KYC approval using the link?

View all 11

Non individual on boarding 5

• TAX Implications of Mutual Funds For NRI
• How to On-board HUF Clients online?
• How to On-board Trust Clients online?
• How to On-board Partnership firm / LLP Clients online?
• How to On-board Private Limited Clients online?

Joint Account Activation / Anyone or Survivor 1

• How to activate Joint Account / Anyone or Survivor