Description
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Eligibility Criteria
✔️ Age- 18 year and Above
✔️ Interest – Anyone who is interested in trading & investment
Documents Required
✔️ PAN Card
✔️ Aadhaar Card
✔️ Account number with IFSC Code
Step by step process
✔️ Suggest ‘5Paisa app’ to everyone in your network (Friends/customers)
✔️ Click on the “share to customer” option and share the link with interested customers
✔️ Ask your customer to click on the link shared by you and choose ‘5Paisa’ from the screen
✔️ Customer need to enter the name and mobile number and click on ‘start journey now’
✔️ Customers will be redirected to the ‘5Paisa’ website. Now enter the name which is mentioned on Aadhaar card and mobile number then verify the mobile number with the OTP.
✔️ Now enter the email ID and verify with the OTP
✔️ Now enter PAN card number and Date of birth and click on ‘Proceed’
✔️ Now connect with Digilocker by using Aadhaar number and proceed. Then allow fetching the documents.
✔️ On the next step submit bank details like account number, IFSC code and proceed after verification
✔️ Now enter personal details, then accept T&C, and proceed to the next step
✔️ Now the customer needs to capture a selfie from the screen and upload it.
✔️ Now perform a signature on the screen or upload a signature photo and click on ‘Save & Continue’
✔️ Now choose the segment plan from the given options and upload the necessary documents and proceed to the next step
✔️ Now complete the e-sign process by submitting the Aadhhar card number.
✔️ Enter Adhaar card number and click on ‘send OTP’ then enter received OTP and verify it.
✔️ Now customer has completed the process and their 5Paisa free Demat account is open and ready to trade.
Rules to Follow
✔️ Available for only new users of 5Paisa.
✔️ Customer must successfully signup with 5Paisa account
✔️ Customers need to make the first trade of a minimum ₹300 within 15 days of account opening for you to be eligible for the payout.
✔️ Same day Buy-Sell (Intraday) not allowed.
✔️ The customer should have a valid PAN card and Aadhar Card
✔️ The age of the customer should be above 18 years
✔️ The customer should have the mobile number linked with their Aadhaar card
✔️ If you are not able to finish the account opening process due to any reason, then you have to complete the process using the same link, or else the lead will be rejected.
✔️ Make sure that the same mobile number shall be captured in lead page and the account opening form for the partner product.
✔️ Customer must complete the application on their device. if more than one customer use the same device to apply, then no commission will be paid.
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1. Why do I suggest ‘5Paisa’ to customers?
5paisa is one of the fastest-growing discount broker platforms in India. It is offering investment and trading services in segments including stocks, derivatives (F&O), and currency. Also, it is giving amazing benefits and offers to the customers.
2. What are the documents required?
PAN card, Aadhaar card, Bank account details, Income proof/canceled cheque.
3. Who is the right customer? To whom should I sell this product?
Customer’s age should be 18 or more and he should be interested in Trading & investment.
4. What if the customer is already having a relationship with 5Paisa?
If the customer has an existing relationship with 5Piasa then you will not receive any commission for this.
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