STEP 1
Go to the client’s cart, click on “ADD SMART ELSS”.
STEP 2
After clicking on “ADD SMART ELSS”, this pop up comes, where one can select the combination of these AMCs or can click on “Custom” for any other choice of AMCs.
STEP 3
After choosing the AMCs, the next pop up comes up as shown below. Here you need to fill up details such as Lumpsum amount and Tax filing date. Once these required fields are filled up, you can click on the Initiate button.
STEP 4
Once the Smart ELSS transaction is initiated, funds are added to the client’s cart. Now the client needs to complete the payment.
Also, you can view the Smart ELSS any time by going to the client’s panel -> LTPs page.
