Before initiating the online onboarding process, please ensure the following conditions are met:
Clients must email clear scanned copies of the following documents for verification and onboarding:
All the above documents must be sent via email to either of the following IDs:
To: clientservicing@cciplpms.com
CC: info@cciplpms.com / sumit@cciplpms.com
Email Subject: Online Onboarding – [Client’s Full Name]
For any further clarification or assistance regarding the online onboarding process, please feel free to contact us.
Mr. Shantanu Akhare: 72496 86726
Mr. Vilas Sonkusare: 8080820339
You will receive an email and SMS confirming your KYC details are being processed via CERSAI CKYC & CVL KRA.
A penny drop message will be sent to verify your bank account details, indicating that Rs 1/- has been credited to your account. This will be communicated when the onboarding process is being conducted by AMC.
You will receive an email titled “Step 1 of 2 CCIPL – Diversified Long Term”, which will include the following actions:
After completing the steps above, you will receive an e-signing email within 5-10 minutes titled “Invitation to sign CCIPL Documents”.
The e-sign platform will guide you through:
In total, you should receive three emails or, subject to AMC’s requirements, this could change to either 1 or 2 emails:
