Jamāwealth is a SEBI registered investment advisory platform that offers equity investment advisory for its customers. As any SEBI registered advisory, Jamāwealth has to comply with SEBI Rules to offer advice to its customers. We have listed down the sequence of steps(Onboarding on jamawealth) in the process of creating your account as per SEBI rules.
Step 1
Open email sent from Jamāwealth to your registered email id. You shall receive a link to Jamāwealth Platform and credentials to login on Jamāwealth Platform.
Step 2
Log in to app.jamawealth.com with the default credentials received in email.
Step 3
Reset your default Password.
Step 4
Log in to app.jamawealth.com with the new password.
Step 5
KYC is mandatory as per SEBI. To check your KYC, enter requisite details. Click “Continue”.
Step 6
Verified address is compulsory for communication as per SEBI. Provide requisite details and click “Next”.
Step 7
Nominee details are compulsory for continuity of service as per SEBI. Provide requisite details and click “Continue”.
Step 8
Risk Assessment is compulsory for suitability of investment advice as per SEBI. Provide answers for the given questions. Click “Continue”.
Step 9
Risk Profile shows your willingness and ability to take risk. Click “Continue”.
Note: Alternatively, if you want to retake the assessment, click “Revise Assessment”
Step 10
Declaring existing Assets and Liabilities is compulsory for suitability of investment advice as per SEBI. Click “Next”.
Step 11
As per SEBI Regulations an agreement must be in place between the advisor and advisee to receive investment advice.
Select any of the three modes to e-Sign the agreement document.
Option 1 – If your Aadhar is linked with mobile. Receive authentication OTP to declared email Id
Option 2 – If your Aadhar is linked with mobile. Receive authentication OTP to declared mobile number
Option 3 – If your Aadhar is not linked with mobile.
Click “Review and E-Sign agreement”.
Step 12
Redirecting to the digio gateway to e-Sign the agreement document. Enter security code sent to your preferred medium. Click “Submit”.
Step 13
To accept and e-Sign the agreement, Click “Sign now”.
Step 14
Your order summary is based on the type of service opted from Jamāwealth. Click “Make Payment”.
Step 15
Choose a suitable payment option on the payment gateway to make the payment.
Step 16
Declaring your bank account is compulsory as per SEBI Anti Money laundering Act. Provide requisite details and click “Continue”.
Step 17
This is the last step in onboarding on jamawealth. Click “Continue to dashboard and Investments” to launch your dashboard.
