ACCOUNT OPENING THROUGH - PowerPoint Presentation

Slide1

ACCOUNT

OPENING THROUGH

AADHAR-

eKYC

Slide2

What are documents need to ready before start:

PREREQUISITE AADAR NUMBER AND MOBILE PHONE WHOSE NUMBER IS LINKED TO AADHAR FOR OTP BASED VARIFICATION. Kindly keep ready following scanned documents before start:PAN card (.pdf or .jpg format)Aadhar card (.pdf or .jpg format)Cancelled cheque pre-printed name otherwise passbook copy with bank details (.pdf or .jpg format)Signature ( .bmp format with file size less then 50 kb)Six month Bank statement/passbook (.pdf or .jpg format) – In case of Commodity and or F & O segment registration required.If Correspondence address is different than permanent address, then keep scan copy of proof. of correspondence address ready

Go to following link for start e KYC application:

https://backoffice.kunvarjidc.com/KYC

/

Or go to our website :

www.Kunvarji.com

and click

Open KYC Online

Slide3

Client Registration Page

:

To Register Fill up required details

and

click

on

Start Registration

Click here

after entering detailsSlide4

Login Page:

After filling details, this page will be appeared and password sent to you on Email

ID/Mobile

which you entered in registration form

Enter password, received on your Mobile/Email Slide5

Menu bar for start registration

(Aadhar

):

Through Menu Client can able to open account with Aadhar register

Click here

to start registration processSlide6

eKYC Screen:

Click here

for further processSlide7

EKYC Screen:

Continue…….

Enter Pan Number

Enter

Aadhar

Number Slide8

Registration through ADHAR Card

Generate OTP(One time password) for fetching data through

Aadhar

and password will be sent on mobile number registered with

Aadhar

Click

here to generate OTP

Enter here OTP received on your Aadhar registered mobile numberSlide9

Critical issues faced by department and Solution

Click on fetch will show the details updated

in your Aadhar and update necessary information then submit.

Select Type of account from List box

Click “fetch detail” to populate your details from

Aadhar

databaseSlide10

First Holder Identity:

Details would be fetched

through

Aadhar and fill necessary details (Like mother name

) and click on next page

Select SegmentsSlide11

First Holder Corresponding Address

First Holder address

fetched from Aadhar & fill other details and click on save to next pageSlide12

First holder Parmenent

address:

Select checkbox if corresponding address same as permanent otherwise write details in point number 3 to 10

Select address typeSlide13

Bank Account Details:

Fill Bank

account details

and click of save to next pageSlide14

Financial Details:

Client Financial details for record (Red text field are mandatory to fill)

If you select commodity and or F&O segment then select financial ProofSlide15

DP Account Details:

Client DP account details for

record, only select point number 6 and 7 and save to nextSlide16

Details of

Introducer:

Details of Introducer for

record and click save to next Slide17

Details of registration with other

broker:

This are not mandatory for

information, otherwise select “No” in point no.1 and click save to NextSlide18

Additional Information:

Additional information related to Contract Note

, Statement

, SMS, & BSDA facility. No need for selection to client Slide19

IPV (In Person Verification):

In Person Verification detail, if done at time of opening for recordSlide20

Document Upload:

Uploaded document by client in soft copy to maintain at broker level for record

(please follow instructions)

Click here after upload documentsSlide21

Save your application:

Complete button to save the overall record for Digital Sign documents.Slide22

Home Screen again:

For fill up record by client with Status, PDF download, & digitally Sign by

Aadhar

Click here for

attaching digital Signature to applicationSlide23

Generating OTP for digital sign application:

Digitally Signature PDF for OTP password

Enter

here OTP

received

on

Aadhaar registered MobileSlide24

Digitally Signature PDF with verify by

adhar

OTP password

click

here to download

pdf file Slide25

PDF Copy with digital signature on first page:Slide26

Filled KYC form:Slide27

Filled KYC form:Slide28

KYC RELATED HELP LINE:

Please write to :

KYC2@KUNVARJI.COM

ORCall on: +91-79-6666 9000 (Extension : 229 – Vivek Joshi )Slide29

Thank

You