|Mobile No||10 digits only|
|PAN||10 digits only|
|Email Id||Should be unique|
|Date of Birth||dd/mm/yyyy|
|Marital Status||Allowed values: Married, Single|
|Gender||Allowed values: Male, Female|
|Aadhar Number||12 digits only|
||Should be unique.
Group Code helps you automatically club family members while copy/pasting data. Maintain a uniform Group Code while adding multiple family members.
Some ideas for Group Code: Consider using any one member's PAN,Mobile,Email Id, Aadhar as Group Code.
Is Group head?
||Allowed values: Yes, No.
The software requires a Group Head for every family. E.g. if you are adding 4 members in a family, then "Is Group Head" should be "Yes" for one member and "No" for 3 members. Ensure that the Group Code in the above 4 members is uniform.
|Stock Unique Code||If you are a stock sub broker then we allow you to copy/paste your client's stock transaction history as well. In most cases your broker provides a Unique client code. If yes, add it here.|
|Is KYC compliant?||Allowed values: Yes, No|
|Occupation||Open text area. Supports any text|
|Phone Office||Supports pin code as well|
|Phone Residence||Supports pin code as well|