Before starting a Mutual Fund SIP or investment, you need to manage your profile:
Steps to Manage Profile:
1. Tap Menu → Manage Profiles
2. Complete these details:
- FATCA Declaration
- Submit Documents (Bank details & Signature Verification by uploading / wet signature on screen)
- Mandate details
- Nominee information
Note: If the client is not yet registered with Share India, they must create a profile and submit all the required information and documents before starting investments.