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Seamless Onboarding

Demat Account Integration

Transitioning your physical mutual fund portfolios into a modern, unified Demat structure requires a single, secure paperless setup.

Mandatory Prerequisites

Keep these digital copies ready on your secure device to complete your paperless e-KYC integration instantly:

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    PAN Card Primary identification mandatory under SEBI guidelines.
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    Aadhaar Card Must be linked to your current mobile number for remote OTP e-signing.
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    Bank Verification A clear printed cancelled check leaf or recent statement showing your structural IFSC code.
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    Signature Proof & IPV A scanned signature on a blank template and real-time digital camera access for In-Person Verification.
01
Broker Selection

Select your preferred depository interface provider (such as specialized discount houses or traditional institutional bank brokers) to execute the onboarding setup.

02
Identity Registry Fetch

Provide basic profile indices (PAN, Mobile, and Date of Birth). The secure platform retrieves certified core registry data seamlessly.

03
Bank Linkage & IPV

Input bank routing data for account linking. Perform the mandatory biometric check using a quick 5-second secure face video verification snapshot.

04
Aadhaar Gateway E-Sign

Review the finalized digital agreement and authorize via the official central depository gateway (NSDL/CDSL) using your secure Aadhaar OTP matrix.