Process
Institutional tickets require institutional sequencing
From introduction to controlled withdrawal — the same rails as the investor platform.
1
Introduction
RM-led suitability. Invitation only. Minimum ₹25 crore.
2
Platform access
Secure investor account. Contact changes require OTP.
3
KYC
Identity review by the desk. Withdrawals gated until approved.
4
Banking
Payout accounts added and verified before any release of funds.
5
Funding
Collections path, UTR submission, principal posted after ops confirmation.
6
Assigned rate
RM confirms monthly rate. Credits batch through maker–checker.
7
Stewardship
Roadmap, planners, statements, vault, nominee, support — in-app.
8
Withdrawals
OTP · verified bank · desk approval. Book moves only on ledger post.