To invest with us, you need to activate your account on the BSE Star MF platform. The BSE platform offers a much better investment experience along with a mobile app.
NOTE: Open your account in same name which is registered in CVL KRA.
Kindly follow below mentioned Process to open Mutual Fund account with us (SAS Online):
(1) To open Mutual Fund account with us, please check your KYC status first by following below path and if your KYC is registered with any KRA, then you can just open MF account within 5 minutes.
To check your KYC status, click HERE >> Click on "KYC Inquiry" >> Search with your PAN number:
(2) If your KYC is not done, then KYC is required to be done first with any KRA, as you need to be KYC compliant to invest into Mutual Funds.
You may do your KYC with us (SAS Online) by completing below mentioned formalities: (There would not be any extra charges for same):
1. CKYC form (Attached).
2. 1 Photo with cross signature.
3. Pan card copy.
4. Address proof (Adhaar Card, Voter card, Passport, Driving license, Electricity Bill, Latest 6 months valid bank statement with bank logo in PDF format.
Note- All documents should be self attested and are required in hard copy at our official address.
(3) If KYC is already done then you can On-Board in just 5 minutes and can transact instantly in Mutual Fund by completing simple 4 steps as given below :
(Step 1) --
- Open website wealth.sasonline.in and click on 'Sign Up' :
- Fill all required details correctly and set password as per highlighted password policy :
- After clicking on "Get OTP', you will get an OTP on mobile number as well as on email address filled by you:
- Once your first step will be completed, then you will get a confirmation email & SMS (email subject line : "Hey There! Your account is created"):
(Step 2) -- Fill all required Basic Details correctly and then click on 'Next' button.
** Nominee details are mandatory to fill.
(Step 3) Fill all required details correctly and then click on 'Next'.
** Identification Type would be 'PAN Card' only.
(Step 4) Upload a high resolution black & white Signature photo file in PNG, JPG or JPEG format upto 3 MB:
- After completing all four steps, your account will be created successfully and you will get confirmation mail (subject line: Welcome OnBoard! Your account is ready for use) as well SMS from our side.
- You will also get the confirmation mail & SMS from BSE STAR MF Team regarding registration of your Mandate ID with subject line : "ISIP Mandate Registration Success" and "XSIP Mandate Registration Success".