eKYC

e-KYC Support

eKYC is a paperless Aadhaar-based process for fulfilling KYC requirements to start investing in Equity related instruments.


Before Start the process:

1) Use only Google Chrome browser

2) Make sure Popup  is Allowed.

( In Chrome -->At the top right, 

Click  More . Settings.
Under "Privacy and security" click Site settings
Click Pop-ups and redirects.
At the top, turn the setting to Allowed .)


Enable Popup window
How to enable popup window
 


3) Capture PAN No details in Emac Back Office; Non-captured KYCs may be mapped to online team.


4) Check the client mobile number registration status in Aadhar by clicking the following link:


Type the Aadhar number and Security code as per the displayed picture and press verify button. 




Now Aadhar person details like Age group,Gender,State, Last 3 digits of mobile no is showed.

Client can update their mobile by visiting nearest Aadhar enrollment centre: Search the centres by https://appointments.uidai.gov.in/easearch.aspx

 
eKYC PROCESS :

BO Link: 
 
  

Select KYC menu --> ; E-KYC 1.0 & 2.0 capture  option and fill PAN and Introducer details(This is important step to map the client to the respecting branch office) 


The customer needs the following documents:

1) PAN Card for ID proof

2) Aadhar No/Virtual Aadhar No for address proof ( Mobile number in Aadhar card is mandatory for esign process)

3) Bank proof - Cheque leaf /Passbook / Bank statement .

4) Client's signature image in white background
 
5) Income proof for activating derivative (NFO/Currency/Commodity) : Latest six months bank statement / DP holding statement / ITR copy / Salary certificate.

6) Nominee details (optional )


Notes:
 
Use PDF format for multiple pages proof like bank statement (You can use free PDF conversion website https://pdf.io for JPG to PDF conversion )

Do not upload password protected PDF files for uploading. ( You can use Use PDF Printers/Online tools like https://pdf.io for removing passwords )

Senior Citizens (Age 60+) are only allowed in EQUITY SEGMENT; Incase of F&O segment activation, last two years ITR copy / CA certified  networth certificate is mandatory.


Joint account holders / HUF Account / NRI / Non-Individual accounts has to follow physical KYC process only