How to Update your Profile in Fintoo Invest / Fintoo Direct

How to Update your Profile in Fintoo Invest / Fintoo Direct

-Login to Fintoo Invest / Direct account by using already registered Email id / Mobile number and Password.
 -Once login system will ask for user Pan Card
-Enter Pan Card Number
After entering the Pan Card below screen will appear, click on the right top corner human signed drop down button (in orange color) 


-Go to My Account
-Go to Personal Details


-Add Personal Details
-Select Tax Status  (There will be three options Individual, NRI-Non Resident and NRO-Resident)
 Individual - For investors residing in India this option is applicable.
 NRI-Non Resident - For Investors not Residing in India and Earning form outside India.
NRO-Resident - For investors who lives outside India but having other income source in India.
-Select Nominee if any  (Any body can add maximum 3 Nominees, mention percentage % of Nomination)
-Click on Save and Next
-Update Bank Details  (Individual clients can add up to 5 bank accounts where as NRI client can add up to 3 accounts)
-Upload Cancelled Cheque
-Complete you KYC
-If KYC not completed submit  Pan Card, Photo, Address Proof, Signature, Authorize Video (Will take 10-15 day to update KYC)
-Upload Signature (AOF completed)

    • Related Articles

    • How to Register into Fintoo Invest and Fintoo Direct

      Open Fintoo Invest / Fintoo Direct Web page by using below links For Fintoo Invest - https://www.fintooinvest.in/login For Fintoo Direct - https://www.fintoodirect.in In this page login option is available for for existing user, but for new customers ...

    • How to Check Upcoming Transactions in Fintoo Invest / Fintoo Direct

      Users can check their Upcoming Transactions in their Fintoo Invest / Fintoo Direct account. - Login into Fintoo Invest / Fintoo Direct Account - Go to Portfolio view - Select Transactions Here three transaction options are available, A) Upcoming ...

    • How To Search Scheme Name in Fintoo Direct / Fintoo Invest

      We can search Funds with their Scheme names in Fintoo Invest / Fintoo Direct portal by entering Scheme name in the search box. - Login into the Fintoo Invest / Fintoo Direct Application Portal. - Click on the Mutual Funds button. - Now enter any ...

    • How to Stop SIP in Fintoo Invest / Fintoo Direct

      Users can Stop their on going SIP, to do that - Log in into Fintoo Invest / Fintoo Direct Account - Go to portfolio view - Go to transact button on the SIP which want to Stop. - Click on the Stop SIP button Once clicked on the Stop Button SIP will be ...

    • How to Compare different Schemes in Fintoo Invest / Fintoo Direct

      Users can compare funds from Fintoo Invest or Fintoo Direct Account, There are different type of funds are listed in Fintoo System such as Tax Saver funds, Most Popular funds, Recommended funds etc. users can compare up to Five (5) different funds ...