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 head of the family can view the transaction details and all the approval links will go to the head of the family.


Step 1: Signup process for Head of Family

The head of the family first needs to signup like a normal client. The signup process is described in detail here.


Step 2: Adding family members via the dashboard

On the dashboard, search the client and open the client panel


Click on Add Member option in the Family Members section of the profile page


Enter Name and PAN of the family member



Click on "Save" Option and the family member will get added


You can add up to 20 family members for the client in this way.

Step 3: Client checks family overview in the app/website

After you have added the family members, the head of the family has to logout and login again into the app. After login, the client can go to the - Client Panel - Family - Family Overview.  

Family Overview page will have the list of family members along with a consolidated view of the entire family's portfolio. The head can click on View the details of the particular member's account






The family account is now created successfully.