How can I set up a new mandate for a client on the Partner Portal?
A mandate lets your client’s SIPs be debited automatically. An OTM mandate is needed before a SIP order can be placed.
Where to find it: Invest in MF > Create Custom Basket / Ready-made Baskets > Set Up Mandate
Steps
- Start a Create Custom Basket or Ready-made Baskets order and select your client.
- If the client has no mandate, you will see OTM mandate required for SIP orders. Click Set Up Mandate.
- Complete the mandate request.
- Track its approval under Track > Mandate Details.
Good to know
- Set up Mandate on the Dashboard opens Track > Mandate Details, where you can see every mandate and its status.
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