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You can register just with your ARN, PAN and One time password and proceed to set up your Password. Available only for Individual ARNs.
Tips: Make sure you set a strong password of minimum 8 characters, with no continous zeros
Once you have set up your account, you can login using any of the following ways:
1. ARN and Passcode
2. ARN and OTP
3. Biometirc Finger print, if set
Tips: Setting your 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 8 characters, with no continous zeros
You can get online empanelled with just few clicks with just your ARN, PAN, Mobile and Email id. Add Bank and Nominee details and youre done.
Tips: Only Individual and Sole Proprietorship firms can empanel online.
Once logged in, you can do the following:
1) Browse and add a scheme to cart to check out
2) Choose multiple schemes for recommendation in single click
3) Initiate recommendation on your Investor's investments such as, Redemption, Switch, STP, SWP
4) Try new calcualtors and transact
5) Plan, manage and track goals for you and your Investors
6) Choose from scheme packs containing precurated combination of schemes to recommend
7) 24x7 support via Live chat for your investment queries
8) Add schemes to Favourite that you want to recommend in later
9) Find schemes easily through Investment Ideas
10) Secure and smart payment available to Investors through UPI, Netbanking or OTMs
11) Interoperability of mandates across your folios of your Investor's
12)Knowledge centre for beginners, Intermediate and Advanced level users
13) Aadhaar based KYC to get your Investor's account functional
14) Managing your Bank, Nominee and Contact details
15) Keep a clear view of your Investor's money for all recommendation transactions in Transaction History
16) Follow Market Updates from your dashboard