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A Permanent Account Number (PAN), a copy of a cancelled bank cheque, and an image of the applicant's signature are sufficient. Photographs of the cheque and signature can also be taken from the application itself.
In case, Video KYC is required, then proof of address is also required.

  1. Once the App is downloaded and opened, the KYC verification is completed by entering the PAN account related details. If the applicant is not KYC verified, the app automatically prompts them to start the video KYC process. Video KYC is available only for Indian residents.
  2. Once KYC verification is complete, you can access the app and its features, but you still cannot start transacting yet. The app prompts the user to register himself with BSE Star. The user will be required to fill in his/her details and submit the form. A copy of a cancelled bank cheque and an image of the applicant's signature will be required. Photographs of the cheque and signature can also be taken from the application itself.
  3. Once the form is submitted, an email is received in the applicant's email id to verify the details filled with a One Time Password (OTP). Once this is done, you are ready to go and start transacting.
Calculators like SIP Calculators, Marriage Planning, Lumpsum, Retirement Planning, Income Tax, Car Planning, SIP Delay Cost, Education Planning, Life Insurance, EMI calculator. House Planning and Vacation Planning are provided.
Mutual Fund Research Tools like SIP Performance, STP Performance, SWP Performance, NAV Finder, Dividend History, SIP/LS Balancer and Scheme Performance are also provided.

To enter a SIP, a mandate with a bank is required. This cannot be done from an app. You can raise a ticket from the support portal. A representative will get in touch with you and guide and handhold you with the process of entering into a mandate.

Please raise a support ticket or contact your relationship manager. A representative will approach you, note down your goals, prepare a plan, get your approval and help you make your investments accordingly.

Please raise a support ticket. A representative will approach you and club all the members of your family so that you can see them in one view.

Individual portfolio reports, family portfolio reports, transaction reports are some of the reports available for investors.

No, currently we offer only regular funds.

No, we currently offer only mutual funds. We may introduce other products going forward.

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