Step 1: Whatsapp Group for Appointment

  1. A Whatsapp group post onboarding email will be created to start the onboarding.

  2. The group will have reps from our broker Phillips capital and us.

  3. Santosh/Umesh from Phillips Capital (sales/wealth rep at our broker) will ping you to seek an appointment to help you fill the e-Kyc checklist.

  4. They will seek an appointment post office hrs on weekdays and regular hrs on weekends.

  5. Don’t fill the e-kyc without their help.