FundsIndia
Onboarding for clients who hold only PMS or AIF
The requirement, from the RM focus groups through the roadmap to launch in Jun 2026, then the edge cases after launch.
The facts
- Scale
- Private Wealth clients who hold only PMS or AIF, and the RMs who bring them on.
Scope
Users: Private Wealth clients who hold only PMS or AIF, and the RMs who bring them on.