Minor clients can be onboarded through offline mode and start investing in Corporate Fixed Deposits. To invest in FDs, the client needs to complete FD KYC registration.
The following scanned copy documents are required for account creation and KYC registration.
a. Application form(enclosed)
b. Birth Certificate of the Minor
c. Guardian PAN
c. Address proof of Guardian( Aadhar Card / Driving License / Voter's ID / Passport )
d. A valid minor under guardian bank proof such as a cheque copy or passbook or the latest bank account statement.
All the above documents need to be self-attested by the client and sent to operations@assetplus.io
Shriram - All the above documents need to be self-attested by the guardian and sent to operations@assetplus.io
Bajaj, and Mahindra - All the above documents need to be self-attested by the guardian, and send the hard copies to the address below:
The order will be processed and completed within 7–10 business days after the payment is made. Payment can be made via NEFT/RTGS or cheque. Once the order is completed, the client will receive an e-receipt via email from the respective provider as confirmation.
Please Note: Kindly share the scanned copies of the documents for verification before dispatching the hard copies. Once the team reviews and confirms, you may proceed with sending the originals.