Getting Started-Profile-Client Experience

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• Getting Started-Subscription

      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-Global Investment

  Steps to Start: For Onboarding> Click on Profile: Global Investment (GI)TAB   Click on the TAB accept agreement.

• 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- 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 ...

• Getting Started-On boarding Steps-General-Essential details

  Steps to Start: For Onboarding> Click on Profile > General: 1. Essential details:     PAN (upload pan in JEPG format) Pan number to be entered.     Personal details> Name>DOB> Company name to be added     Billing details>Billing Address> GST number   ...