What is the step-by-step process of onboarding an authorised person?

The journey to becoming an Authorised Person with Share India is designed to be straightforward and efficient, ensuring you’re equipped to serve your clients effectively. 

Simply visit: and follow the steps below.

Here’s a step-by-step breakdown:

1. Share Details: Initiate Contact

  • Provide Your Information: The first step is to express your interest by sharing your contact details. This includes your phone number and email address. This allows Share India to reach you and begin the onboarding process.

2. Connect With Us: Understand the Process

  • Personalised Guidance: Once your details are received, a representative from Share India will contact you. They will provide a detailed explanation of the entire onboarding process, answer any questions you may have, and guide you through the next steps.

3. Documentation: Complete the Formalities

  • Form Submission & Document Sharing: You’ll be required to fill out the necessary registration form and submit the required documents as informed by the Share India team. This documentation is essential for fulfilling regulatory requirements and ensuring a smooth registration process.

4. Get Registered as an Authorised Person & Provide Services to Your Clients

  • Registration & Client Mapping: Upon successful verification of your documents, you will be officially registered as an Authorised Person with Share India.
  • Customised Account Opening Links: Share India provides you with a unique, customised URL for opening client accounts. This link ensures that all clients acquired through your efforts are correctly mapped to your dashboard, allowing you to track their activity and manage your client base effectively.
  • Start Serving Your Clients: With your registration complete and your personalised link in hand, you can begin offering Share India’s range of financial products and services to your clients.

This structured approach ensures that you are well-prepared and supported as you embark on your journey as an Authorised Person with Share India.

For more details, visit 

If you have any questions or need further support, don’t hesitate to contact Share India’s support team. You can reach us at 18002030303 or email us at
support@shareindia.com
.