Resident Individual 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 (https://assetplus.freshdesk.com/a/solutions/articles/44002671583)
b. PAN Card (Self Attested)
c. Address proof( Aadhar Card / Driving License / Voter's ID / Passport ) (Self Attested)
d. A valid 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 mf_ops@assetplus.io
The estimated time for the FD order to be booked is within 7-10 business days. After the order completion, the client receives an E-receipt via email from the respective provider as a confirmation.
Note: For Shriram, FD can be processed with the soft copies but for Mahindra and Bajaj hard and soft copies are required.
The documents are to be couriered to the following address.
VALUEPLUS TECHNOLOGIES PRIVATE LIMITED
Address: 8th Office Floor - Modules 3A, Olympia Cyberspace,
No 21/22, Alandur Road, Arulayiammanpet,
2nd street, Guindy, Chennai - 600032.