Please note

  • The client sign-up needs to be done by going to the dashboard -> Add new client -> Fill up the details of the client -> Request OTP -> Client got added in your dashboard. 

  • The client should be KYC registered. If the client has eKYC or Old KYC, the client should do offline KYC.

  • The following soft copy documents are required for online account creation, it will take 1-2 working days for verification and activation of the account.

  • The account details need to be filled in by creating a client code, share the client code details with the concerned RM or raise a support ticket or send Email to operations@assetplus.io, our team will check and proceed with processing of the account with the BSE for activation.

Documents required for account activation are : 

1) Filled Account Opening Form (attached below)

2) PAN copy of Limited liability Partnership

3) Board resolution letter

4) Cancelled cheque/bank account statement/ passbook copy, where the account number, name of the firm, IFSC code are present

5) Filled UBO/FATCA form ( attached below, seal and sign needs to be done on page 3 & 8) 


Once the account is activated, the client can proceed for online transactions.