Open a Investment Account

Please fill in the information below and we will connect with you for next steps...

If you have not completed the PCR Triangle Evaluation for your Risk Profile, please complete it here first.

Further Steps

We will connect with you for the steps below to open a Mutual Fund investment account.

Advisory Setup

  • The signing of the Advisory Agreement (using Aadhaar based e-Sign)
  • Creation of an e-Mandate for Advisory Fees.

Mutual Fund Account with the NSE

  • Approval of the creation of an IIN with the NSE through email. In case there is any discrepancy in the KYC / Banking records in comparison to the details provided, a copy of your canceled cheque and a scan of your signature may be required (we will contact you for these if required).
  • Creation of an e-Mandate for Investment through NSE.

    Mutual Fund Account with the BSE

    • Approval of the creation of a UCC with the BSE through email. In case there is any discrepancy in the KYC / Banking records in comparison to the details provided, a copy of your canceled cheque and a scan of your signature may be required (we will contact you for these if required).
    • Creation of an e-Mandate for Investment through BSE.