Resources
Documents
Onboarding forms, disclosures, and resources. Read them here, on this page.
Client onboarding & KYC checklist
Everything you need to get started as a new investor.Onboarding · application/pdf · 2 KBCommission & conflict-of-interest disclosure
How Positive Wealth is compensated, disclosed transparently.Disclosure · application/pdf · 2 KBSIP mandate form
Standard mandate to set up a Systematic Investment Plan.Forms · application/pdf · 2 KBGrievance redressal process
How to raise a concern and the escalation path to SEBI SCORES.Compliance · application/pdf · 2 KB