Investor Onboarding – MoneyWiseGuide Wealth

Client

Depository

Bank

Address

Nominee

FATCA

Review

Stage 1: Client Details

0% Complete

📝 Client Details

First Name

Middle Name

Last Name

PAN Number

Format: 5 letters + 4 numbers + 1 letter (e.g., ABCDE1234F)

Date of Birth

Must be 18 years or older

Email Address

Required by NSE for KYC/eKYC communication

Mobile Number

10 digits starting with 6-9 — required by NSE for KYC/eKYC communication

What this does: Checks if you already have a UCC (Unique Client Code) registered with NSE. If found, your existing profile will be imported and you can set your login password.
Note: Make sure to fill in your Email and Mobile above before clicking this button. Use an email that's not already registered on MoneyWiseGuide.

Instructions: Click above to verify your PAN's KYC status on the official CAMS KRA website. After checking, return here to confirm the result.
What to look for: Enter your PAN on the CAMS site. If it shows "KYC Status: Validated" or "KYC Compliant", click "✅ KYC Validated" below. Otherwise, select "❌ Not Validated".

Proceed to eKYC (send me an Aadhaar-based eKYC link instead)

KYC Type

Aadhaar Updated with KRA?

Gender

Tax Status

Occupation

Holding Nature

🗄️ Depository Details

Client Type

Non-Demat is recommended unless you hold units in a demat account

🏦 Bank Account Details

Bank Account Number

IFSC Code

Format: 4 letters + 0 + 6 characters (e.g., SBIN0001234)

Account Type

Name on Cheque

Dividend Pay Mode

📧 Contact & Address Details

🔐 Set Your Login Credentials

Password

Minimum 6 characters. You'll use this to log in later.

Confirm Password

Communication Mode

Address Line 1

Address Line 2

Address Line 3

PIN Code

City & State auto-fill from PIN code

City

State

Country

Residence Phone (optional)

Office Phone (optional)

👤 Nominee Details

Add nominee(s)

You can register up to 3 nominees. Total allocation across all nominees must equal 100%.

Nominee 1

Nominee Name

Allocation %

Relationship

Nominee DOB

Identity Type

Identity Number

Nominee Email

Nominee Mobile

Nominee address same as mine

Nominee 2

Nominee Name

Allocation %

Relationship

Nominee DOB

Identity Type

Identity Number

Nominee Email

Nominee Mobile

Nominee address same as mine

Nominee 3

Nominee Name

Allocation %

Relationship

Nominee DOB

Identity Type

Identity Number

Nominee Email

Nominee Mobile

Nominee address same as mine

Total allocation: 100%

🌍 FATCA / CRS Declaration

Place of Birth

Country of Birth

Source of Wealth

Income Slab (Gross Annual Income)

I Declare that I am:

Not a politically exposed person A politically exposed person Related to a politically exposed person

I confirm that I am not a tax payer of any country other than India

Tax Residency

Residence Country

ID Document Type

ID Number

Residence Country

ID Document Type

ID Number

Residence Country

ID Document Type

ID Number

✅ Review & Submit

Submission Reference No.

This reference is submitted to NSE as your candidate client code — NSE will confirm your final Unique Client Code (UCC) after you and your Member/distributor authorize the registration via the links NSE sends to your email/mobile.

I confirm the details above are accurate and consent to registration as an investor with NSE Invest through MoneyWiseGuide.

Start Your Investment Journey