Step 1

Click on Create Transaction

Step 2

For the 1st time investor, who does not have a PRAN, select option No(First time NPS investor) and click on Create Order to proceed further

Step 3

Enter the Full Name, Email ID & Mobile number, select the Applicant Type and click on the checkbox to agree to the terms and conditions, and click on Continue and proceed further


Step 4

Enter the OTP sent to the mobile number and click on Verify OTP

Step 5 

Enter the personal details and click on Save and proceed.


Step 6

Click on Online Aadhaar,  and enter the OTP number which will be sent to the registered mobile number linked with Aadhaar

Step 7

Enter the Aadhaar number, click on Next

 

Step 8

Enter the OTP code, which will be sent to the number linked with Aadhaar


Step 9

Click on  Allow to give access.


Step 10 

Cross-verify the entered details fetched from the e-Aadhar data and click on Save and Proceed.

Step 11 

Verify the FATCA/CRS declaration and click on Save and Proceed


Step 12

Select the  Account Type and click on Save and Proceed
Account type can be selected as Tier I or both Tier I & Tier II as an option

Step 13

Enter the Bank account details, and click on Save and Proceed
Different bank account details can be added specifically to Tier 1 and Tier 2 type

Step 14

Enter the Nominee details and click on Save and Proceed 
Maximum 3 nominees can be added

Step 15
Enter the Scheme details, either Active or Auto need to be selected
For the Active option, please select the allocation percentage for each asset.

If the client is going for the Auto option, please select one of the types of lifecycle fund the client wish to invest

Step 16
Upload the documents as shown on the screen and then click on Save &Proceed

Step 17
Enter the PRAN Kit selection and click on Save and Proceed

Step 18
Cross-verify all the details entered and click on Confirm


Step 19
An OTP will be sent to the registered Email ID, enter the code and click on submit.

Step 20
Payment details will be shown on this page, click on Save and Proceed

Step 21
The payments can be done through Internet banking/UPI/Credit or Debit card.

Screenshots for the respective modes of payment are shown below:

For Internet banking Payment 

For UPI Payment

For Credit or Debit card Payment


Step 22

Once the payment is successfully debited, please wait for two working days. In case the order gets failed, the amount will be reversed. If the amount is not reversed, please get in touch with the support team for a quick resolution.