Pre-requisites
Before activation, please make sure the client has completed signup and is able to login to the client app.
Step 1: Pre-fill some information for the client
If you don't have any activation details of the client, skip to Step 2.
If you have some details of the client, then you can pre-fill that for the client. This will make it easy for your client during Step 2.
Open dashboard, and search for the client on the home page and click to open the client panel. Click on the profile -- Add details-- and fill up all the required details.
Here you can enter whatever details you already have about the client and click on Save Data.
Step 2: Client enters the required info
The client needs to login to the app/website and fill up the required details to proceed further as shown below.
Please ensure
- The Account type should be mentioned as NRE/NRO
After entering all the details, the client needs to sign on the screen and submit.
On the dashboard, the client will now reflect as Under Process, meaning the client has submitted activation details:
No further action is required from your end or the client's end.
Step 3: Document verification by AssetPlus
Our team will verify the details of the client and approve the activation. The bank proof is also verified by BSE. This usually takes 1 working day.
On the dashboard, the client will now reflect as Activated, meaning the client is now ready to invest:
After this, the client is ready to make any transaction on the AssetPlus platform.
Please note:
The system will not approve the activation in the following cases:
- Incomplete KYC
KYC is a mandatory requirement for investing in mutual funds/stocks in India. The KYC has to be registered and the mode of KYC must be offline
- Bank Account
It must be a valid bank proof where the account holder's name, account number, IFSC code, and account type as NRE/NRO are mentioned for the account activation.