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How to perform KYC on Wealth4Me app

Lets get you started in your investing journey

Step 1: Download the Wealth4Me app from app store/ play store

Step 2: Login / signup using your PAN number, email id and phone number

Step 3: Verify the OTP received on your phone number and email id

Step 4: Initiate KYC here you will need to upload a signature and a cheque apart from giving bank details. For detailed KYC click here.

Once you click on "Initiate Onboarding Process" after your email verification screen

Step 1: Enter your pan number, your name will be autopopulated from the database

Step 2: Enter your personal details such as your address and occupation

Step 3: Add nominee details, it is always advisable to add a nominee but you can also skip it for now and come back to it later.

Step 4: Enter bank details

Step 5: Upload documents such as your signature and a cheque

Now that you are all set up, you can start investing in mutual funds and calculate the investments you need to do to achieve your financial goals.

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