Is there any KYD process before my clients can invest through globally on Fintso?
Yes, when you click on the LRS tile in Profile or in Products, an agreement will show up. This is an omni-agreement between you, Fintso and our partner specializing in LRS investments. Once you accept the Agreement, you will be allotted a Partner ID immediately and can start on boarding clients and initiating remittances and investments.
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Can NRIs invest via Fintso?
Yes, NRIs can invest via Fintso. If NRIs are adding funds via India, they can use their existing NRE or NRO accounts and if they are adding funds from their foreign bank accounts which do not fall under LRS, they can directly remit funds from their ...
How is Fintso is making global investing easy and accessible?
Step 1 – Sign up on Fintso and complete your profile and subscription if you haven’t already. Enable ‘Global Investments’ by just accepting the Global Investments Agreement in the Profile section Step 2 – Complete your clients’ online KYC to ...
How can my client remit money to invest through Fintso?
Once your client’s brokerage account is opened, he/she will need to initiate the fund transfer to the brokerage account. This process could take another 2-3 business days. The remittance can be completed either through an online or offline process. ...
How can I complete the KYC process for my clients?
You can add client by clicking on the ‘Add Clients’ button within the Global Investments module. This will open a page where you need to fill in the client’s bank account details, the risk tolerance questionnaire and upload an ID proof and an address ...
What are the available investment opportunities through Fintso?
Fintso has created three curated portfolios which are designed to identify the themes of tomorrow. These baskets are pre-configured collections of stocks and ETFs that you can invest in with a single click. We aim to solve the challenge of “what to ...