I want to know what the complete empanelment journey looks like on the Partner Portal?
Empanelment is the online process to register as a Samco Wealth partner. It is free and takes about 5 minutes. You first verify your mobile number and email ID, then complete six steps, after which our team reviews your application.
Where to find it: samcowealth.com > Empanel Now
Key points
- Before you start: verify your mobile number and email ID.
- Step 1, KYC: enter your PAN, complete KYC through DigiLocker and confirm your PAN and Aadhaar details.
- Step 2, Bank: upload a cancelled cheque and confirm your bank details.
- Step 3, Business segment: choose Broking, Mutual Funds or both. Mutual Funds needs an ARN.
- Step 4, ARN: verify your ARN and upload the ARN document (only if you select Mutual Funds). You can also add your SIF certificate and GST number here.
- Step 5, Nominee: optional.
- Step 6, E-sign: sign the partner agreement using your Aadhaar OTP.
- Your application is reviewed within 24 hours and you are updated by SMS and email.
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Just raise a ticket and our support team will get back to you with exactly what you need.