π― Let's Get Started
π
Welcome to NSE Investor Onboarding
We've made this super simple! Answer 5 quick questions, and we'll customize your application path. Most investors complete this in 4-6 minutes.
β±οΈ Estimated Time
Individual investors: ~6 min | Joint/NRI investors: ~10 min
π Keep these ready:
π‘ Pro Tip: KYC-verified investors can complete this in under 5 minutes!
β
All Set! Here's Your Path
π Your Customized Path:
π Your Details
What we'll collect: Basic information to create your investor profile. This takes about 2 minutes.
Your PAN isn't KRA-verified yet. We can send you an eKYC registration link by email/SMS to complete it now.
Tip: use the mobile number & email already on record with your KRA (if you've done KYC before).
If the link shows "Online KYC modification is restricted for your PAN", it means your KRA record
already exists with different contact details β this is a KRA/SEBI rule we can't bypass online;
you'll need to submit a physical KYC modification form via your distributor or nearest KRA point of service.
Third Holder Details (optional)
Guardian Details (required for a Minor)
ποΈ Demat Account Details
What is this? If you have a demat account (for holding shares electronically), provide those details here. Most mutual fund investors can select "Non-Demat".
π¦ Bank Account Details
Why we need this: For receiving dividends, redemptions, and other payments directly to your bank account.
π§ Your Contact & Address
What we need: Your current residential address for official correspondence and account verification.
π Set Your Login Credentials
π€ Nominee Details (Optional)
π‘ Recommended but optional: Add nominee(s) to ensure smooth transfer of your investments to your family in case of unforeseen events. You can skip this and add nominees later.
You can register up to 3 nominees. Total allocation across all nominees must equal 100%.
Nominee 1
Nominee is a minor β Guardian required
Nominee 2
Nominee is a minor β Guardian required
Nominee 3
Nominee is a minor β Guardian required
Total allocation: 100%
π Tax Residency Information
Why we ask: Indian regulations require mutual fund companies to collect tax residency information (FATCA/CRS) from all investors. This helps comply with international tax reporting requirements.
For most Indian residents: Just confirm India as your country of birth and tax residency β takes 30 seconds.
β
Review & Submit Your Application
π Final step! Review your information below. After you submit, NSE will send verification links to your email and mobile for final approval. This typically takes 1-2 business days.
Your Application Reference Number
Save this reference number. NSE will use it to confirm your unique investor code (UCC) after you complete email and mobile verification.