Signup
Signup is the process of creating an account for the client on the AssetPlus app. The client has to provide only his/her name and phone number for sign...
Fri, 27 Dec, 2024 at 10:38 AM
Signup initiated by advisor On the dashboard, in the quick action section click on Add New Client. Enter Name, Phone Number and PAN number of t...
Tue, 24 Dec, 2024 at 5:17 PM
Self-Signup by client Step 1: Sharing the Link Share your distribution link with your client. You can share this link with anyone via SMS, Email, WhatsApp...
Tue, 24 Dec, 2024 at 5:25 PM
We also have support for family accounts. In this case, there will be one head of the family, who will control the accounts of all the family members. The h...
Thu, 26 Dec, 2024 at 3:18 PM
If you have clients who are already investing under your ARN, we can assist in creating bulk accounts for them along with their existing investments. Here’s...
Tue, 24 Dec, 2024 at 5:36 PM
As per the recent SEBI circular, payments for minor investments can be accepted through the minor's bank account, their parent or legal guardian, or fro...
Tue, 3 Dec, 2024 at 6:43 PM