{"id":29385,"date":"2026-10-28T10:59:38","date_gmt":"2026-10-28T10:59:38","guid":{"rendered":"https:\/\/www.samco.in\/help-support\/?post_type=ht_kb&#038;p=29385"},"modified":"2026-10-28T11:18:22","modified_gmt":"2026-10-28T11:18:22","slug":"how-can-i-set-up-a-new-mandate-for-a-client-on-the-partner-portal","status":"publish","type":"ht_kb","link":"https:\/\/www.samco.in\/help-support\/article\/how-can-i-set-up-a-new-mandate-for-a-client-on-the-partner-portal\/","title":{"rendered":"How can I set up a new mandate for a client on the Partner Portal?"},"content":{"rendered":"\n<p>A mandate lets your client&#8217;s SIPs be debited automatically. An OTM mandate is needed before a SIP order can be placed.<\/p>\n\n\n\n<p><strong>Where to find it: <\/strong>Invest in MF &gt; Create Custom Basket \/ Ready-made Baskets &gt; Set Up Mandate<\/p>\n\n\n\n<p><strong>Steps<\/strong><\/p>\n\n\n\n<ul type=\"1\"><li>Start a Create Custom Basket or Ready-made Baskets order and select your client.<\/li><li>If the client has no mandate, you will see OTM mandate required for SIP orders. Click Set Up Mandate.<\/li><li>Complete the mandate request.<\/li><li>Track its approval under Track > Mandate Details.<\/li><\/ul>\n\n\n\n<p><strong>Good to know<\/strong><\/p>\n\n\n\n<ul><li>Set up Mandate on the Dashboard opens Track &gt; Mandate Details, where you can see every mandate and its status.<\/li><\/ul>\n","protected":false},"author":65,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht_kb_category":[3025],"ht_kb_tag":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29385"}],"collection":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/users\/65"}],"replies":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/comments?post=29385"}],"version-history":[{"count":1,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29385\/revisions"}],"predecessor-version":[{"id":29387,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29385\/revisions\/29387"}],"wp:attachment":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/media?parent=29385"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_category?post=29385"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_tag?post=29385"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}