Description

• Target Audience

  ✔️ The customer’s age should be 18 or more and he should be interested in Trading & investment.

  Documents Required

  ✔️ PAN Card

  ✔️ Aadhaar Card

  ✔️ Account number with IFSC Code

  ✔️ Bank statement

  ✔️ Signature on paper

  • Watch training video

    Lead tracking time

    ✔️ Leads will be tracked within 5 working days of submission

    ✔️ Receive your Payout every Friday for each successful lead converted till Sunday of every week.

    How to get your commission

    ✔️ You can transferred directly to your bank account.

    Step by step process

    ✔️ Suggest Upstox Demat account to everyone in your network (friends/ customers).

    ✔️ Click on “Add Lead” Option and share the link with interested customers.

    ✔️ The customer clicks on the shared link and redirect to Google Play to download the Upstox app.

    ✔️ Customer to enter the mobile number & complete the verification process.

    ✔️ Customer to create a PIN.

    ✔️ Customer to enter the email Id & complete the verification process.

    ✔️ Enter PAN mo, date of birth & personal details.

    ✔️ Accept terms & conditions & confirm the details entered before.

    ✔️ Customer to upload the signature & selfie.

    ✔️ Confirm your address details.

    ✔️ Customer to enter the bank details.

    ✔️ To invest in F&O: upload bank proof & submit ITR, bank statement or salary slip to activate F&O.

    ✔️ Enter Nominee details (optional)

    ✔️ Complete the e-signing process & enter the Aadhaar details and complete the verification process.

    ✔️ Once the customer’s account is successfully opened (confirmation email received) and trade activation is done, your income gets credited to your wallet.

    Lead tracking time

    ✔️ Leads will be tracked within 5 working days of submission

    ✔️ Receive your Payout every Friday for each successful lead converted till Sunday of every week.

    Rules to Follow

    ✔️ Applicable only for new users (Customers should not have an existing relationship with Upstox).

    ✔️ The customer’s phone number should be linked with their Aadhaar Card & the customer should have a PAN card.

    ✔️ Advisor should not open multiple accounts from single Device/Mobile. If this happens then the lead of the concerned person will be rejected.

    ✔️ Customer has to use the Same mobile number from starting to end process

    ✔️ Customer should not enter any code in the referral section

    ✔️ No frauds, In case of such activity: Fake account opening, misleading communication, Incentivized leads or account opening.

    Lead tracking time

    ✔️ Leads will be tracked within 5 working days of submission

    ✔️ Receive your Payout every Friday for each successful lead converted till Sunday of every week.

    • 1. Is their any charges for using Upstox application?

      The Upstox application is free to use and you can open an account for free.

      2. what are the brokerage amount.

      ₹20 Brokerage For Equity, F&O, Commodity and Currency Trades.

      How to get your commission

      ✔️ You can transferred directly to your bank account.