Invite a client, friend or a colleague to open an account online
This option allows to send a targeted invitation to a specific client with their name via SMS or Email.
This option allows you to auto-generate a message with a link that you can share with multiple clients. All accounts opened via this auto-generated link will be mapped to you.
Who can i Invite?
You can invite individuals / non-individuals / NRI's to open an account.
Will the account opening be completely online or does it require paperwork?
Trading and demat a/c's of resident individuals having a valid Aadhar card with the mobile or email details linked to details will be able to open an account online & completely paperless. Non-individuals & NRI's will require paperwork.
Will PM Securities be informed when I invite a client?
Yes, when you send an invitation to the client, the link sent to the client is associated to your name & phone number. So, when the client completes the account opening PM Securities will be able to track that client was via your reference.
You can reach us at email@example.com or on 022-62554716 for any queries related to account opening.