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Step 1 of 6
Your Investace KYC
Complete it once and it covers every Investace service, now and later. It takes about ten minutes. We start by emailing you a 6-digit code.
Step 2 of 6
Your details and PAN
SEBI requires us to check your KYC with a KYC Registration Agency (CVL KRA) before we serve you. Enter your details as they appear on your PAN card.
Step 3 of 6
Draw your signature
Sign as you would on paper, with a finger, stylus or mouse. It goes on every page of your agreement, which you read in full before anything is final.
Can't draw? Type your name instead
Step 4 of 6
Choose your services
Each service goes into your agreement with its fee, so you sign for exactly what you choose. You can add another service later without repeating KYC.
Step 5 of 6
Read and sign your agreement
This is the exact document you sign, with your details and signature already in place. Read it here, or download it.
- Document 1Research Services Agreement, 22 clauses, with the services you chose and their fees
- Document 2Most Important Terms and Conditions, in SEBI's standard wording
- DeclarationYour confirmation that the details are yours and correct
What we record when you sign
These go on the last page of your signed copy, so you and we hold the same evidence.
- Date and timeIn Indian Standard Time
- IP address and deviceRead by our server
- LocationOnly if you allow it when asked
- Signing code and fingerprintProves it was you, and that the text never changed
Step 6 of 6