Subscribe to Voyager.
Fully digital onboarding, exactly in the sequence SEBI prescribes for investment advisers:
1 · Risk profile2 · E-sign agreement3 · Pay securely4 · Portfolio rebuild begins
You're almost in. 📬
- E-sign the advisory agreement — it's in your inbox now, sent by Paterson via Zoho Sign. Check spam if you don't see it.
- Pay securely — Paterson's Razorpay payment link lands in your inbox the moment you sign.
- Share your portfolio (2 minutes) — your welcome email carries a secure link to fetch your CAS straight from the depositories. The 48-hour rebuild clock starts when it arrives.
- Rebuild & kick-off — invoice + client portal access, your wealth manager reaches out, and your realigned portfolio lands within 48 hours.
Questions? hereforyou@paterson.co.in · +91 97697 70046