Sign Up – Create New Mutual Fund Account
To Open an account, KYC must be registered and the account must be opened in the SAME name registered in the KYC. If your KYC is not registered, then please first do your KYC and then follow the steps outlined below to create your Mutual Fund Account with Consortium Securities
Step 1: Download our Mobile App (“Consortium Wealth”) by clicking on either of the links below or by Searching for “Consortium Securities” in App Store/Play Store
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Step 2: Open the App and Click “Sign Up”. Enter your Full Name, Email and Mobile.
Note: Email and Mobile will be verified via OTP in the next step 
Step 3: Verify the Mobile and Email address via OTP received on your mobile as SMS and on your registered email address.
After both Mobile and email are verified, click “Initiate Onboarding Process” to create your investment profile.
⊕ Information Needed to open the account – Name, PAN, Email, Mobile, Date of Birth, Place of Birth, Bank Details (can be found on the cheque), Nominee Details, Income Slab & Networth. You will also require a photo of any cancelled/old cheque and a signature card (or be able to sign on your phone/tablet using touch)
If you don’t have all the information with you or wish to simply explore our App, you can always finish creating your investment profile later by clicking -“Skip and Do it Later”. To finish completing your profile, click “More-> Investment Profiles -> Create New Profile or Click on existing profile to complete”
To Open an account
Step 4.1 – Your name will already be filled from the previous screen. Enter Email, Mobile and PAN. The system verifies your name against KYC records and it must match exactly. In case KYC is not done, you will get an alert indicating it and you can click Continue to do your KYC in that case by following the steps outlined in this artcile
Step 4.2: Enter Personal Details – Address, Date of Birth and Occupation
Step 4.3: Nominee Details- Name, Relation. Address, Date of Birth.
Step 4.4: Enter Bank Details – Account Number, IFSC and MICR. You can get these details from your cheque (Shown below)
Step 4.5: Enter FATCA Details – Address Type (usually residential), Place of Birth, Country of Birth, Wealth Source and income Slab.
Step 4.6: Signature – Sign using your finger/stylus or upload Signature Image. Even if the signature is not an exact match in case of on-screen signature, there is no problem as Mutual Funds always pull signature details from the KYC records.
Step 4.7: Upload any old/cancelled Cheque . Please ensure your name is printed on the cheque.
