Process
How a mandate is opened and run
Same sequence families see on the investor platform — from introduction to withdrawal.
1
Introduction
RM-led suitability. Invitation only. Minimum ₹25 crore.
2
Platform access
Secure investor account. Contact changes require OTP.
3
KYC
Identity review by the desk. Withdrawals gated until approved.
4
Banking
Payout accounts added and verified before any release of funds.
5
Funding
Collections path, UTR submission, principal posted after ops confirmation.
6
Assigned rate
RM confirms monthly rate. Credits batch through maker–checker.
7
Stewardship
Roadmap, planners, statements, vault, nominee, support — in-app.
8
Withdrawals
OTP, verified bank, desk approval. Book moves only on ledger post.