Investor Onboarding

Share Your Details

Fill in your details below so I can facilitate your mutual fund investments. This takes about 5 minutes — your data is handled with complete confidentiality.

Your First Name

⚠ Please enter your name to continue.

STEP 1 OF 1

📤 Your Investor Details

Fill in the fields below, then send to me via WhatsApp or Gmail.

🪪 Aadhaar Card

Full Name * as per Aadhaar ⚠️ Please enter your full name as per Aadhaar.

Date of Birth * ⚠️ Please select your date of birth.

Place of Birth * city only ⚠️ Please enter your city of birth.

Registered Address with Pincode * as per Aadhaar ⚠️ Please enter your registered address.

🔐 PAN & Bank Details

📞 These details will be collected on our onboarding call

For your security, I do not collect your PAN number or bank account details through this form. I will reach out personally to gather this information over a call in a safe and compliant manner.

🕐 When's a good time to call you?

Drag to set your preferred window — I'll schedule the call within it.

10:00 AM

From

🌤️

Morning

12:00 PM

8 AM 10 AM 12 PM 2 PM 4 PM 6 PM 8 PM

I'm flexible — call me any time during business hours

📬 Contact Details

Email ID * ⚠️ Please enter a valid email address.

Mobile Number * Aadhaar-linked preferred ⚠️ Please enter your 10-digit mobile number.

👤 Nominee Details Add a nominee — recommended

Nominee Full Name * ⚠️ Please enter the nominee's full name.

Nominee is your * ⚠️ Please select your relationship with the nominee.

Nominee DOB * ⚠️ Please select the nominee's date of birth.

Nominee Email ID * ⚠️ Please enter a valid email for the nominee.

Nominee Mobile * ⚠️ Please enter the nominee's 10-digit mobile number.

Nominee Aadhaar * (Last 4 digits) ⚠️ Please enter the last 4 digits of nominee's Aadhaar.

Nominee Address with Pincode * ⚠️ Please enter the nominee's address.

🔒 Your details are used solely for KYC registration and handled with complete confidentiality as per SEBI & AMFI guidelines. PAN and bank account details are collected separately over a secure onboarding call — never through this form.

💵 Cash Requirements

How much cash do you foresee needing in the next 12 months? Helps plan your liquid vs invested ratio

₹0 No foreseeable cash needs

₹0 ₹3.75L ₹7.5L ₹11.25L ₹15L+

Please fix the highlighted fields before sending.

✦ Invest as little as ₹100 with zero monthly pressure — your future self will thank you ✦

✓

Details Sent Successfully!

Your KYC details have been shared with me. Sit back — I'll reach out to complete your mutual fund registration.

☎ 8329450580 ✉ rameshvegi94@gmail.com

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While you wait, plan your goals

Use the Goal Calculator to estimate how much you need to invest to reach your financial goals.

Open Goal Calculator →

What Happens Next

📋

I review your details

I'll go through what you've shared and reach out to complete the onboarding process.

📞

Onboarding call

I'll call you during your preferred time window to collect PAN and bank details securely.

🚀

Your investments get registered

Once KYC is complete, I'll process your mutual fund subscription through the fund house and you'll be all set to invest.