Step by step process

✔️ Suggest ‘Axis Mutual Fund’ to everyone in your network (Friends/customers)

✔️ Click on “share to customer” option and share the link with interested customers

✔️ Ask your customer to click on the link shared by you and choose ‘Axis Mutual Funds’ from the screen

✔️ Customer need to enter name and mobile number and click on ‘start journey now’

✔️ Now the customer will be redirected on Axis Mutual Fund website to register

✔️ Now click on ‘Start SIP’ & choose any one plan which suits to customer, we suggest to choose ‘Axis ESG Equity Fund’

✔️ Now enter SIP amount, customer can start with lowest amount like Rs.100 or more & click on ‘Invest Now’

✔️ Now customer need to complete sign-up process, click on ‘First Time Investing’

✔️ Now enter required details along with PAN number then click on ‘Accept & Submit’

✔️ Now customer will receive OTP, enter the code & click on ‘Submit’

✔️ On next page select the right options, select profession, income, TAX category and proceed for next step

✔️ Now enter Bank details like, IFSC code, account number, select account type, now accept T&C and click on ‘Create Folio’

✔️ On next step select an option how customer wants to invest and click on ‘continue’

✔️ On next page customer can see their details, now click on ‘make Payment’ and proceed.

✔️ Now select any one payment mode and accept T&C and click on ‘Generate URN number’

✔️ Now the customer has successfully registered with the SIP plan. Now Link your SIP with your bank account using this URN number.

✔️ Once the customer will register successfully, advisor’s lead will be tracked in the BankSathi dashboard after 5 working days

Rules to Follow

✔️ Available for only new users (User should not have any existing relation Axis Mutual Funds)

✔️ Your customer has to open Axis Mutual Fund Account using your Banksathi link

✔️ Make sure that same mobile number shall be captured in Banksathi lead and the account opening form for the partner product, in case different mobile numbers are used then the lead will be rejected

✔️ Customer mobile number should be linked with Aadhaar card

✔️ To Receive commission your customer must follow anyone of the following:

–> On customer minimum SIP of ₹100 or more with approve debit mandate
Or
–> On customer lump sum investment of ₹1000 or more.

✔️ Our Recommendation : SIPs on “Investment Packs” has better chance to receive fast payout.

✔️ You will not receive your payout if your customer invests in : Axis Liquid Fund , Axis Overnight Fund.

✔️ Do not misuse/promote your referral link by creating a video on YouTube or Instagram. If this happens, then legal action will be taken against that person