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How to invest?

 


To start an investment with us investor need to open an E-wealth account or E-wealth MF(mutual fund) account first. In E-wealth account one can invest in mutual funds, stocks, bonds & IPOs. For this account investor will have to pay Rs.354 as annual maintenance charges every year as this is demat account. In case of E-wealth MF account there will not be any annual maintenace charges. Also account opening process of both the accounts will be absolutely free without any hidden charges.

Documents required for account opening process:
For account opening process investor need to provide following documents' soft copies in pdf or image format to us by mail(lme429ssm@gmail.com) or whatsapp(9819873105):
1. PAN card
2. Aadhar card(front & back side)
3. Bank account cancelled cheque / passbook front page / account statement on which investor's name as per bank record, IFSC, MICR & account no. should be mentioned
4. Signature of investor. (Note: This signature should be as per bank record. Signature will only be required for account opening & bank mandate processing. No transactions will be done using this signature. Transactions will be done online by taking approval from investor.)
Information required for account opening process:
Mandatory information:-
Investor's mobile no(aadhar linked):
Investor's email id:
Investor's birth place:
Investor's birth state:
Investor's bank account type: 1.(savings/current)
                                                     2.(single/joint holder)
Investor's current occupation: retired/business/private sector service/govt. sector service, etc.
Optional information:-
Investor's nominee name as per pan or aadhar:
Nominee's pan or aadhar no:
Nominee's relation with investor:
Nominee's birth date:
Nominee's mobile no:

By using above documents & information we will open investor's account(E-wealth account or E-wealth MF account).
The next step is mandate approval. This step will also be done by us. Once mandate approval gets done investor's account is ready for an investment.

(Note: Investor need to provide all documents & information correct, as discrepancy in documents & information will result in rejection in account opening application.)

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