Getting Started-Post Subscription- Fixed Deposit
Steps to Start:
For On-boarding> Click on Profile:
Click on Fixed Income TAB
Kindly ensure that the PAN registered with Mahindra Finance is the same as under the Fixed Deposits section in your Profile in Fintso.
The PAN will be shared with Mahindra Finance. If it matches with their records, the following steps will be followed:
1. Mahindra Finance will send a verification link to the registered email of the distributor with a link to activate Fixed Deposits on Fintso
2. After clicking the link, the same PAN and the Distribution Map Code (given in the email received from Mahindra Finance) need to be entered
3. The request needs to be authenticated with an OTP to complete the process
4. The Mahindra Finance Business team will approve the request and the activation process will be completed within 3 working days
Steps to Start: For Onboarding> Click on Profile: Subscription Tab will be enabled once essential information is filled. On Subscription Tab - Subscriber Can view "Buy Now" Once Click on Subscription Tab - System will take to ...
Getting Started-Post Subscription-Mutual Fund Tab
Steps to Start: For Onboarding> Click onProfile> Click on MF Enter the ARN> which will beverified with AMFI data. Amc’s Once done Choose AMCempanelled with Activate the OnlineExecution by dragging the cursor on the right it will turn green In case ...
Getting Started-Post Subscription-User Organisation
Steps to Start: For Onboarding> Click on Profile: User and organisation: Add Branch> Subscriber can add as many branches under Add branch option. User> Can be add per the plan taken.
Getting Started-Post Subscription-Global Investment
Steps to Start: For Onboarding> Click on Profile: Global Investment (GI)TAB Click on the TAB accept agreement.
Getting Started-Profile-Client Experience
Steps to Start: For Onboarding> Click on Profile: Brand>Upload Logo (if any) Brand Display Name> Save Website