SMART NIVESH MFD

Client Registration & KYC

One-time onboarding for Smart Nivesh and NSE MF Invest

Dharmendra Tekankar | ARN-336169

Create a separate Smart Nivesh Client Portal account. Admin/Distributor accounts are kept separate. Smart Nivesh will generate your Client ID/UCC and submit the eligible KYC/UCC registration to NSE.

System setup error. Please contact Smart Nivesh support.

1. Basic Client Details

Full Name * Mobile * Email * City * State *

NSE format: State Name (Code) — example: MADHYA PRADESH (MP).

PIN Code *

2. KYC Details

PAN * Date of Birth * Gender * Residential Address *

3. Bank Details

Bank Account Number * (Enter carefully)

Your account number is hidden for security.

Confirm Bank Account Number *

Account Type * IFSC Code *

4. Nomination Details

Add Nominee I do not want to add a Nominee

You can add up to 3 nominees. If nomination is selected, the total share must be exactly 100%. NSE nomination authentication will use OTP mode.

Nominee 1

Nominee Name * Relationship * Share % * Minor? Nominee DOB * Guardian Name * Guardian PAN Identity Type * Identity Number * Nominee Mobile * Nominee Email * Address * Address 2 Address 3 City * PIN Code * Country *

Nominee 2

Nominee 3

5. Smart Nivesh Login Password

Password * Confirm Password *

Your PAN and bank details are stored in encrypted local KYC fields. NSE UCC registration is submitted directly to NSE after the registration form and local KYC data are validated.

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