You can register just with your PAN to set up your Username and Password, if your PAN is KYC compliant.
In case your PAN is not KYC compliant you have to share a few additional details like your date of birth, email id and contact number.
Tips: Make sure you set a strong password of minimum 10 characters, with atleast 1 uppercase, 1 lowercase, 1 number and 1 special character.
Once you have set up your account, you can login using any of the following ways:
1. PAN and OTP
2. Username and OTP
3. PAN and password
4. Username and password
5. MPIN, if set
6. Biometirc Finger print, if set
Tips: Setting your MPIN and Biometric is secure and fastest way to login
If you have entered the wrong password or OTP 3 times consecutively, your account will be locked for 30 minutes for security. To unlock your account, try re-setting your password. You can reset your password by clicking on Forgot Password in the login page or reattempt after 30 minutes.
If you have forgotten your password, you can click on Forgot Password in Login Page to reset it. To begin, you will have to enter your PAN and then authenticate by OTP to set your new password.
Tips: Make sure you set a strong password of minimum 10 characters, with atleast 1 uppercase, 1 lowercase, 1 number and 1 special character.
Once logged in, you can do the following:
1) Browse and add a scheme to cart to check out
2) Choose multiple schemes for transaction and complete with a single payment
3) Initiate transactions on your investments such as, Redemption, Switch, STP, SWP
4) Try new calcualtors and invest
5) Plan, manage and track goals for you and your family
6) Choose from scheme packs containing precurated combination of schemes to invest
7) Get regular reminders for your favourite schemes with Flexi Investment Triggers (FIT)
8) Support via Live chat for your investment queries on all days
9) Watchlist schemes that you want to invest in later
10) Find schemes easily through Investment Ideas
11) Secure and smart payment through UPI, Netbanking or OTMs
2) Interoperability of mandates across your folios
13) Knowledge centre for Beginner, Intermediate and Advanced investors
14) Aadhaar based KYC to get your account functional
15) Managing your Bank, Nominee and Contact details
6) Keep a clear view of money for all transactions in Transaction History
17) Follow Market Updates from your dashboard
18) Quick Purchase for additional investments in existing schemes
In case you have forgotten your username, you can easily retrieve it. Just enter your PAN and authenticate via OTP. A mail will be triggered to your registered email id with your username.
Yes, anybody can create an account with a valid PAN and continue to login and explore our offerings.
To reset MPIN, you need to login. After logging in using password or OTP, go to My Profile section. In the section, there is a ON/OFF switch for MPIN. If your MPIN is set, this switch will be in the ON position and you can reset the MPIN. If your MPIN is not set, you can change the switch from OFF to ON and set a fresh MPIN.
Yes, multiple users can login using the same device. However, the primary user or the first user, will have the access to set MPIN and biometirc for login.