Compliance & Onboarding

Paperless onboarding — from first form to first trade in minutes

Simplify client registration, identity verification, document collection, and approval workflows. Bring new investors live faster while keeping compliance airtight.

Aadhaar OTP
PAN verify
SEBI compliant
Minutes, not days
<10 min
Average onboarding time
100%
Paperless flow
PAN + Aadhaar
Verified in real-time
eSign
SEBI-compliant signing

Everything eKYC & Digital Onboarding brings to the table

A focused set of capabilities designed for real workflows in real financial businesses.

PAN & Aadhaar verification

Real-time verification through authorized API providers with OTP confirmation.

Document collection

Smart upload with auto-classification, OCR, and validation of bank proofs and IDs.

eSign & eStamp

SEBI-compliant electronic signing with audit trail and tamper-proof storage.

Approval workflows

Configurable maker-checker flows, exception handling, and risk-based KYC tiers.

In-Person Verification

IPV via video call with recorded sessions for SEBI-compliant journeys.

Reusable KYC

Plug into KRA & CKYCR for clients who already have a verified KYC record.

Speed

Onboarding that takes minutes, not days

A guided flow on web and mobile that walks new clients through verification, signing, and activation — without phone tag or paper.

  • Mobile-first guided journey with progress saved
  • Real-time PAN & Aadhaar verification
  • Auto-classification of bank proofs, photos & signatures
  • Active client status within minutes of completion
Compliance

KYC that's audit-ready from day one

Every step is logged, every document is tamper-proof, and every signature is legally enforceable — without slowing the journey down.

  • SEBI-compliant eSign with audit trail
  • In-Person Verification (IPV) via recorded video
  • Integration with KRA & CKYCR for reusable KYC
  • Configurable maker-checker approval flows

Connects with the systems and partners your firm already uses

UIDAI
NSDL PAN
CDSL
NSDL
eSign
eStamp
KRA
CKYCR

Built for who actually uses it

Brokers
Account opening at scale
NBFCs
Customer onboarding
Wealth Firms
Investor activation
Fintech Startups
Quick KYC stack

Ready to see eKYC & Digital Onboarding in action?

Book a 30-minute demo with our product team and we'll walk you through how eKYC & Digital Onboarding fits into your business.