Wylth® Knowledge Base

Client Onboarding

  • What is sign-up?
  • How can IFA sign-up an Investor?
  • How can investor do self-sign-up?
  • What is Mandate and E-mandate?
  • Client Onboarding Prerequisite
  • KYC For Investments in Mutual Funds
  • (EDIT) Account Creation on Digital Platform (MFU, BSE and NSE)

Categories

  • Dashboard
  • Client Onboarding
  • Mutual Funds Orders
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