If you have clients who are already investing under your ARN, we can assist in creating bulk accounts for them along with their existing investments. Here’s a step-by-step process to get started:
Please use this given link for creating a support ticket - https://partner.assetplus.in/home/ticket
Raise a Helpdesk Ticket :
Go to the Helpdesk platform.
Raise a ticket requesting assistance with bulk account creation.
Provide Client Details:
Prepare a list of your clients who need their accounts created.
Include details of their existing investments.
Submit the List:
Attach the client list to the Helpdesk ticket.
Ensure all details are accurate and complete.
Processing by Our Team:
Our operations team will review the submitted information.
We will initiate the account creation process.
Account Creation:
Bulk accounts will be created for your clients.
Existing investments will be added to these accounts.
Confirmation:
You will receive a confirmation once the accounts are created and investments are added.
Review the details to ensure everything is in order.
Support and Follow-Up:
If there are any issues or additional requirements, reach out to our support team for assistance.