Customers

Description

5paisa is one of the fastest-growing discount broker platforms in India. It is offering investment and trading services in segments including stocks, derivatives (F&O), and currency.

Features

1. 100% digital & paperless process
2. 0%* brokerage, flat Rs.20/order
3. Live Tracking & updates on stock prices
4. One-click order placement
5. Advance charts & alerts based on real-time market feeds
6. 0* Maintenance cost
7. Offers & rewards
8. Transfer funds easily

Instructions

1. Available only for new users (User should not have any existing relationship with 5paisa).
2. Customer must trade within 15 days of account opening for you to be eligible for commission.
3. You should not open multiple accounts from single Device/Mobile.
4. Customer has to use the same mobile number from starting to end process
5. Customer phone number must be linked with Aadhaar Card
6. Customer should not enter any code in the referral section
7. No frauds, In case of such activity: Fake account opening, misleading communication, Incentivized leads or account opening
8. If we find that it is paying their customer to open an account. Your Banksathi account will be immediately freezed and all your earnings will be blocked.
Process

1. Suggest '5Paisa app' to everyone in your network (Friends/customers)
2. Click on the "share to customer" option and share the link with interested customers
3. Ask your customer to click on the link shared by you and choose '5Paisa' from the screen
4. Customer need to enter the name and mobile number and click on 'start journey now'
5. Customers will be redirected to the '5Paisa' website. Now enter the name which is mentioned on Aadhaar card and mobile number then verify the mobile number with the OTP.
6. Now enter the email ID and verify with the OTP
7. Now enter PAN card number and Date of birth and click on 'Proceed'
8. Now connect with Digilocker by using Aadhaar number and proceed. Then allow fetching the documents.
9. On the next step submit bank details like account number, IFSC code and proceed after verification
10. Now enter personal details, then accept T&C, and proceed to the next step
11. Now the customer needs to capture a selfie from the screen and upload it.
12. Now perform a signature on the screen or upload a signature photo and click on 'Save & Continue'
13. Now choose the segment plan from the given options and upload the necessary documents and proceed to the next step
14. Now complete the e-sign process by submitting the Aadhhar card number.
15. Enter Adhaar card number and click on 'send OTP' then enter received OTP and verify it.
16. Now customer has completed the process and their 5Paisa free Demat account is open and ready to trade.
17. Customer has to complete at least 5 unique trade orders within 60 days of the account opening date.
18. Your lead will be tracked within 15 working days from the date you submitted the lead
19. Your commission will be added after 7 working days of lead tracking
1. Why do I suggest ‘5Paisa’ to customers?

5paisa is one of the fastest-growing discount broker platforms in India. It is offering investment and trading services in segments including stocks, derivatives (F&O), and currency. Also, it is giving amazing benefits and offers to the customers.

2. What are the documents required?

PAN card, Aadhaar card, Bank account details, Income proof/canceled cheque.

3. Is trading mandatory once the account will be opened?

Yes, the advisor will get commission only when customer will complete first trades.

4. Who is the right customer? To whom should I sell this product?

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

5. What if the customer is already having a relationship with 5Paisa?

If the customer has an existing relationship with 5Piasa then you will not receive any commission for this.

6. Will the customer have to pay any AMC charges?

No, AMC charges are free for the first year

7. What is the minimum amount of trading?

There is no minimum amount of trading

8. What are the brokerage charges?

Ask a customer to visit the official site of 5Paisa for confirmation of the brokerage charges.

9. When will I get my commission?

Your commission will be added after 7 working days of lead tracking

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