Details and Documents Required

1. The mobile number and Email address of the investor

2. Birth Certificate of the Minor

3. Personalized Cancelled cheque leaf Minor Rep by Guardian

4. ID proof of the Minor

5. PAN, Aadhaar, place of birth, Annual income & occupation of guardian.

Investment Process

1. Either the partner can share the required documents over email to us at partner.support@wealthy.in (or) the client can share the documents at customer.support@wealthy.in 

2. Wealthy will create the BSE Star account in the BSE Star MF platform and the client needs to authenticate via email link from the BSE Star MF Platform

3. BSE Pool account details will be shared once the BSE account is activated.

4. We will initiate the order when the investment requirements are received and will share,

   1. The payment link for One time investments from which the client will be able to complete the payment

   2. Mandate Form for SIP registrations which the client will need to download and send us back the signed copy of the form and Wealthy will upload the same to the BSE Star MF platform

      1. A mandate of 1 Lac will be set in the BSE Star from which SIPs for any scheme from any AMC can be set

      2. A higher value mandate will be set based on the request from the client

      3. If there are multiple mandates for the client, SIP-Mandate linking will be done based on the client's preference.

         1. This linking cannot be changed in the future, and if the client wants to change the mandate from which an SIP is deducted then the existing SIP needs to be stopped and a new SIP has to be set up again from the preferred mandate.

      4. The mandate is monitored till approval from the bank and the SIP is set when approved

      5. The user is informed if the mandate gets rejected by the bank.

Note

1. Guardian’s CKYC needs to be VALIDATED before BSE Onboarding 

2. The bank account has to be Rep by Guardian.