My Profile

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Add Personal Details

Fill in the following information to build your profile.


 

Full Name
Upload your photo.
Enter your 10-digit mobile number
Gender
Is your permanent and current address the same?
Permanent address
Marital status
Do you have children?
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Add Government-ID Details

Keep a record of your government-ID proofs at one place.


 

Enter your Aadhar card number.
Enter your PAN card number.
Enter your Passport number.
Enter your Voter ID number.
Enter your Driving License number.
Enter your Ration Card number.
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Add Bank Details

For personalized budgeting, expense tracking, and financial recommendations tailored to your spending patterns, fill in your bank accounts details.

Your security is our priority:
🔒 Bank-level encryption
🔒 Read-only access (no transactions enabled)
🔒 Never shared with third parties


 

The full name of the bank
The unique number that identifies your account
The full name of the bank branch
Whether bank account is joint
If account is owned by two or more people
If applicable, a unique identifier for a bank account worldwide, required when making international payments
A unique identifier for a bank or financial institution worldwide, required for international transactions
Payee type
Whether you are an individual or an organization
Whether secondary bank account is joint
If account is owned by two or more people
If applicable, a unique identifier for a bank account worldwide, required when making international payments
A unique identifier for a bank or financial institution worldwide, required for international transactions
Payee-type
Whether you are an individual or an organization
Clear Signature
Click or drag a file to this area to upload.
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Declaration of Family Members or Friends

Declare your family members or anyone close whom you have chosen as a nominee or legal heir to any of your investments, assets, or insurance policies. Based on your declared apportionment of their share, their total share in your investments, assets, and insurance coverages is automatically aggregated in the Nominees | Legal Heirs page.

Relation

Name of a family member or friend
Enter their Email ID
Enter their phone number
Relationship with self
Basic Details
Personal Details
Government ID Proofs
Income Details
Bank Details
Relationship Mapping
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