1. Watch the training video

2. Share the link with your customers

3. Customer click on the shared link, opens Paytm Money account.

1. Suggest Paytm Money Demat account to everyone in your network (friends/ customers).

2. Click on “Add Lead” Option and share the Demat Account link with interested customers.

3. Ask your customer to click on the link (shared by you) to open the demat account with Paytm Money.

4. Ask your customer to enter their name and mobile number.

5. Customer will be redirected to google play store to download the Paytm Money app.

6. Ask your customer to login to login to the Paytm Money app with the same ID and password as the Paytm app. If your customer does not have Paytm account, they need to sign up.

7. After your customer signs in/signs up, they need to choose stock options to explore and complete KYC.

8. To complete KYC, Go to the accounts section of the app.

9. KYC verification includes PAN Card verification, other personal details, nominee details, declaration and bank account verification.

10. Customer need to provide stock account details by agreeing to the terms and conditions as per the stock account opening form.

11. Your customer needs to fill in additional information, upload signature, provide the phone number & email ID for stock communication details.

12. Your customer needs to sign up using Aadhaar verification. Customer phone number should be linked to their Aadhaar card.

13. The Demat account registration takes 24 hours.

1. Available for only new users. Users with existing Paytm Money Demat account are not eligible for commission.

2. Customer must successfully signup, Open a Paytm Money Stock Trading account and does a first trade of a minimum of ₹1000

3. The customer should be more than 18 years of age, and a resident of India having a valid PAN card.

4. If you are not able to finish the account opening process due to any reason, then you have to complete the process using the same link, or else the lead would be rejected.

5. The customer should make the first trade within 10 days of account opening.

6. First trade value done by customer should be worth Rs.1000 or more.

7. Customer mobile number should be linked with Aadhaar card.

8. The customer should have a valid bank account and necessary documents for identity and address proof.

9. You should not open multiple accounts from single device.

No, you will get your payout only when your customers will add funds to their Paytm Demat account & complete the first trade.

No, the same mobile number should be captured in Banksathi lead and the account opening form for the partner product, otherwise the lead will be rejected and no payout will be released.

No, the Customer’s PAN card is a must then only he/she will be eligible to open an account. Without PAN card verification account will not open & you will not get any payout.

There are no account opening fees right now, but Paytm Money authority can change this facility anytime. Customers need to add funds after their UCC is activated.

It takes around 2-4 hours to verify the details & get a confirmation from the authority for the account opening.