You’ll need a valid email address, mobile number, PAN card, Aadhar card, and financial details.
Visit the registration page, fill in your personal details, agree to the terms, and click “Create Now.”
You must provide your full name (as per PAN), father’s name, gender, date of birth, and tax residency.
Enter your full address as per Aadhar, including pin code, state, city, and address lines.
It helps define your investment objective, experience, risk tolerance, income bracket, and occupation.
Click the “i” icons next to each field for guidance on selecting appropriate options.
You must disclose if you are a politically exposed person, have had legal proceedings, or pay taxes outside India.
Upload original scanned copies of your Aadhar (front and back) and PAN card.
JPG, JPEG, PNG formats are accepted. Max file size is 5MB per document.
It allows you to claim applicable tax treaty benefits and declare your PAN and foreign TIN status.
It confirms your tax residency and ensures compliance with global tax reporting standards.
No, but it is recommended. You can nominate up to 3 beneficiaries with a total share of 100%.
You must read and accept documents like Risk Disclosure, FATCA/CRS, Client Agreement, and others.
You’ll receive a confirmation email. Account verification may take up to 2 business days.
You need to provide your full name, father's name, contact number, email, gender, date of birth, tax residency status (NRI or Foreign National), and citizenship.
You must enter your full residential address including postal code, country, state, city, and address lines. If your mailing address differs, you’ll need to provide it separately.
You’ll be asked to specify your investment objective, experience, risk tolerance, annual income, and occupation.
You must disclose if you are a politically exposed person, and whether you’ve had any legal or regulatory actions in the past 3 years. If yes, you’ll need to provide detailed explanations.
You can either digitally sign or upload a scanned signature image.
You can submit either a Passport or a Government National ID. Depending on your choice, you’ll need to upload front and back images and provide relevant details like ID number and expiry date.
You can submit either a Driving License (image upload) or an Energy/Utility Bill (PDF only).
You may claim tax treaty benefits by certifying your residency and providing your National ID, Foreign TIN (if applicable), and details about special rates and treaty provisions.
You will not be eligible to claim tax treaty benefits through this section.
You must provide your country of residency, Tax Identification Number (TIN) or its equivalent, and the issuing country.
No, it’s optional. If you choose to nominate, you can add up to three nominees with their names, relationship, and share percentages.
You’ll need to review and accept documents such as:
You can email contact@indiainxga.com for any onboarding queries or clarifications.