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?

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Activation 7

• What is Activation?
• What details are required during activation?
• How to activate a client?
• List of supported banks
• How to activate a Minor account?

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KYC 10

• What is KYC? and How to check status?
• How to complete KYC online?
• How to complete RI KYC offline?
• How to update Offline KYC?
• How to complete KYC for NRIs?

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Non individual on boarding 7

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

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