How To Start Investing With Us? What Is Paperless Investing?
August 30, 2019
Investing with us is an easy paperless process that also involves a lot of detailed planning on our part to provide you the best possible financial solutions.
Once you provide you mobile number , our advisor will call you for a discussion to know more about your investment ideology and financial goals. A plan would then be drafted by our team based on our discussion with you. Once you are on board with the plan and ready to invest, we can do paperless investing if you are KYC compliant and if you have internet banking facility.
If however, you are not KYC compliant, then you might have to complete the KYC registration process, for which we do require few hard copy documents. Once your KYC is verified and approved, we can open the investment account for you, with us which would enable you to start investing. It is only one-time registration paperwork for KYC. Subsequently all other transactions can be done online, paperless.
