{"id":1769,"date":"2022-10-19T15:48:22","date_gmt":"2022-10-19T10:18:22","guid":{"rendered":"http:\/\/jamawealth.com\/blog\/?page_id=1769"},"modified":"2026-03-21T22:19:18","modified_gmt":"2026-03-21T16:49:18","slug":"guide-to-onboarding-on-maxiomwealth","status":"publish","type":"page","link":"https:\/\/maxiomwealth.com\/blog\/guide-to-onboarding-on-maxiomwealth\/","title":{"rendered":"Guide to Onboarding on Maxiom Wealth"},"content":{"rendered":"\n<p>Jam\u0101wealth is a SEBI registered investment advisory platform that offers equity investment advisory for its customers.&nbsp; As any SEBI registered advisory, Jam\u0101wealth 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.<\/p>\n\n\n\n<p><strong><u>Step 1<\/u><\/strong><\/p>\n\n\n\n<p>Open email sent from Jam\u0101wealth to your registered email id. You shall receive a link to Jam\u0101wealth Platform and credentials to login on Jam\u0101wealth Platform.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Onboarding\/O+1.png\" alt=\"\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Onboarding\/O+1+2.png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong><u>Step 2<\/u><\/strong><\/p>\n\n\n\n<p>Log in to app.jamawealth.com with the default credentials received in email.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Onboarding\/O+2.png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong><u>Step 3<\/u><\/strong><\/p>\n\n\n\n<p>Reset your default Password.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Onboarding\/O+3.png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong><u>Step 4<\/u><\/strong><\/p>\n\n\n\n<p>Log in to app.jamawealth.com with the new password.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Onboarding\/O+4.png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong><u>Step 5<\/u><\/strong><\/p>\n\n\n\n<p>KYC is mandatory as per SEBI. To check your KYC, enter requisite details. Click \u201cContinue\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Onboarding\/O+5.png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong><u>Step 6<\/u><\/strong><\/p>\n\n\n\n<p>Verified address is compulsory for communication as per SEBI. Provide requisite details and click \u201cNext\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Onboarding\/O+6.png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong><u>Step 7<\/u><\/strong><\/p>\n\n\n\n<p>Nominee details are compulsory for continuity of service as per SEBI. Provide requisite details and click \u201cContinue\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Onboarding\/O+7.png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong><u>Step 8<\/u><\/strong><\/p>\n\n\n\n<p>Risk Assessment is compulsory for suitability of investment advice as per SEBI. Provide answers for the given questions. Click \u201cContinue\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Onboarding\/O+8.png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong><u>Step 9<\/u><\/strong> &nbsp;<\/p>\n\n\n\n<p>Risk Profile shows your willingness and ability to take risk. Click \u201cContinue\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Onboarding\/O+9.png\" alt=\"\" \/><\/figure>\n\n\n\n<p>Note: Alternatively, if you want to retake the assessment, click \u201cRevise Assessment\u201d<\/p>\n\n\n\n<p><strong><u>Step 10<\/u><\/strong><\/p>\n\n\n\n<p>Declaring existing Assets and Liabilities is compulsory for suitability of investment advice as per SEBI. Click \u201cNext\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Onboarding\/O+10.png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong><u>Step 11<\/u><\/strong><\/p>\n\n\n\n<p>As per SEBI Regulations an agreement must be in place between the advisor and advisee to receive investment advice.<\/p>\n\n\n\n<p>Select any of the three modes to e-Sign the agreement document.<\/p>\n\n\n\n<p>Option 1 &#8211; If your Aadhar is linked with mobile. Receive authentication OTP to declared email Id<\/p>\n\n\n\n<p>Option 2 &#8211; If your Aadhar is linked with mobile. Receive authentication OTP to declared mobile number<\/p>\n\n\n\n<p>Option 3 \u2013 If your Aadhar is not linked with mobile.<\/p>\n\n\n\n<p>Click \u201cReview and E-Sign agreement\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Onboarding\/O+11.png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong><u>Step 12<\/u><\/strong><\/p>\n\n\n\n<p>Redirecting to the digio gateway to e-Sign the agreement document. Enter security code sent to your preferred medium. Click \u201cSubmit\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Onboarding\/O+12.png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong><u>Step 13<\/u><\/strong><\/p>\n\n\n\n<p>To accept and e-Sign the agreement, Click \u201cSign now\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Onboarding\/O+13.png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong><u>Step 14<\/u><\/strong> &nbsp;<\/p>\n\n\n\n<p>Your order summary is based on the type of service opted from Jam\u0101wealth. Click \u201cMake Payment\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Onboarding\/O+14.png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong><u>Step 15<\/u><\/strong><\/p>\n\n\n\n<p>Choose a suitable payment option on the payment gateway to make the payment.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Onboarding\/O+15.png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong><u>Step 16<\/u><\/strong> &nbsp;<\/p>\n\n\n\n<p>Declaring your bank account is compulsory as per SEBI Anti Money laundering Act. Provide requisite details and click \u201cContinue\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Onboarding\/O+16.png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong><u>Step 17<\/u><\/strong><\/p>\n\n\n\n<p>This is the last step in onboarding on jamawealth. Click \u201cContinue to dashboard and Investments<strong>\u201d<\/strong> to launch your dashboard.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Onboarding\/O+17.png\" alt=\"\" \/><\/figure>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Jam\u0101wealth is a SEBI registered investment advisory platform that offers equity investment advisory for its customers.&nbsp; As any SEBI registered advisory, Jam\u0101wealth 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.&hellip;&nbsp;<a href=\"https:\/\/maxiomwealth.com\/blog\/guide-to-onboarding-on-maxiomwealth\/\" class=\"\" rel=\"bookmark\">Read More &raquo;<span class=\"screen-reader-text\">Guide to Onboarding on Maxiom Wealth<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"tags":[],"class_list":["post-1769","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages\/1769","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/comments?post=1769"}],"version-history":[{"count":1,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages\/1769\/revisions"}],"predecessor-version":[{"id":7144,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages\/1769\/revisions\/7144"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/media?parent=1769"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/tags?post=1769"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}