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API Response

AMFI Registered · ARN-92388 · Secure & Paperless

Your Complete
Investment Portal

Complete your KYC, register mandates, place orders, manage SIPs and track reports — all in one place. 100% digital. Zero paperwork.

SEBI Regulated Bank-Grade Security Instant Processing

UCC Registration

Create or manage your NSE Universal Client Code (UCC).

PAN Number *

AMC Code

Mobile

Client Code (optional)

Date of Birth

Step 1: Search for Existing UCC or Start New

Retrieve Existing UCC from NSE

PAN Number *

Search by UCC or PAN

Step 1 of 6

UCC

Client Registration (UCC)

Client Details^

Client Code *

Tax Status *

Holding Nature *

Gender

Primary Holder First Name *

Primary Holder Middle Name

Primary Holder Last Name

Primary Holder DOB/Incorporation *

Primary Holder PAN

Proceed to EKYC

Occupation *

Depository Details^

Client Type *

Bank Details^

Account Type	NEFT/IFSC Code	MICR No	Bank Name	Account No	Default Bank

Cheque Name

Dividend Pay Mode *

IFSC Code should be first 4 alphabetic + 0 + last 6 alphanumeric.

Address Details (India)^

Address 1 *

Address 2

Address 3

City *

Pin Code *

State *

Country *

Residence Phone

Residence Fax

Office Phone

Office Fax

Communication Mode *

Email *

Email Declaration Flag

Mobile

Mobile Declaration Flag

Second Holder Email

Second Holder Email Declaration

Second Holder Mobile

Second Holder Mobile Declaration

Third Holder Email

Third Holder Email Declaration Flag

Third Holder Mobile

Third Holder Mobile Declaration Flag

Nominee Details^

Nominee Opted

Yes No

Nominee SOA

Yes No

Nominee Auth Mode *

Nominee Name *

Nominee Relation *

Nominee Percentage(%) *

Nominee Identity Type *

Nominee Identity Number *

Nominee DOB *

Is Minor No

Nominee Guardian Name

Nominee Guardian PAN

Nominee Email *

Nominee Mobile *

Address Same As First Holder?

Nominee Address 1 *

Nominee Address 2

Nominee Address 3

Nominee Pincode *

Nominee Country *

Nominee City *

KYC Detail^

Holder	KYC Type	KYC Number
First Holder

Other Details^

Aadhaar Updated

Mapin Id

Paperless Flag *

LEI No

LEI Validity

Step 2 of 6

FATCA / Tax Residency Declaration

Capture the investor's FATCA / CRS self-declaration as per NSE's FATCA registration API.

FATCA Registration

Client Code/Name

Holder/PAN

Primary FATCA Details

PAN *

Individual / Non-Individual *

Tax Status *

Name *

Date of Birth / Incorporation

Father Name

Spouse Name

Data Source *

Address Type *

Place of Birth *

Country of Birth *

TIN Details

	Residence Country	Tax Payer Identification Number / Other Equivalent Number	Identification Document Type
1 *
2
3
4

Additional Details

Wealth Source *

Corporate Services Sector

Income Slab *

Net Worth

Net Worth As on Date

Politically Exposed Person *

Occupation type *

Occupation Code *

Exemption Code

FFI/ DRNFE

GIIN Number

GIIN

GIIN Exemption Code

Sponsoring Entity

Non Financial Entity Category

Active NFE Sub Category

Nature of Business

Related to Listed Company

Self Declaration Flag *

AADHAAR of Reporting Person

UBO Applicable *

UBO Declaration Flag *

NPO Detail

NPO Form *

NPO DCL

NPO RGNO

Step 3 of 6

Bank Account & Mandate

After mandate is registered, the bank approves it and generates a UMRN. Map the UMRN to SIP using the SIP UMRN Mapping API.

Bank Account

Account Type *

Account Number *

IFSC Code *

MICR Number optional

Default Bank? *

Cancel Cheque recommended

Upload cancel cheque

Mandate Registration

Client Code/Name *

Bank Name - Account No *

IFSC *

MICR No

Client Name *

Account Type *

Mandate Type *

Amount *

Start Date *

End Date *

Member Mandate Id

Registration Date

Scan Mandate Image for physical

Upload scanned mandate

Scheme Selection & Order

Investment Type

Member Code

Client Code/Name *

Order Type *

Transaction Mode *

Order 1

Scheme code/Isin

AMC Name / Code *

Settlement Type

Scheme Plan

Scheme Option

Scheme Name / Code *

Settlement Type (Selected Scheme) from scheme master

Folio Number for additional/redemption

Order Details NORMAL API

Transaction Type *

Amount (₹) *

EUIN Number if declaration = Y

EUIN Declaration *

DPC Flag *

Purchase Payment Mode

Payment Mode

Installment Details

Installment Amount (₹) *

Start Date *

End Date

Up to Mandate End Date

No. of Instalments *

SubBroker Code

Subbroker ARN Code

EUIN Declaration

EUIN

DPC

Remark

Primary Holder Mobile

Primary Holder Email Order confirmation email will be sent to this address

PG/Bank Reference No.

Step-up Required?

Step 5 of 6

💳

Payment & Confirmation

Order Summary

Exchange Order ID	—
Client Code (UCC)	—
Scheme Code	—
Investment Type	—
Amount	—
KYC Status	Compliant ✓

Payment Method payment_type

UPI ID *

Linked Bank Account *

Linked Bank IFSC *

Bank Account Number *

IFSC Code *

Mandate ID *

Post-Payment Actions

Send authorization link to investor POST /api/get-link → returns firstHolderLink / secondHolderLink

Upload AOF image POST /api/upload/aof → AOFIMG endpoint · required for physical transactions

Update UTR number after payment POST /api/utr-update → UTR_UPDATE endpoint

Check order status GET /api/order-status → ORDER_STATUS endpoint · monitor VALID/INVALID

AOF Image when AOF upload is checked

Upload AOF image

UTR Number when UTR update is checked

Transfer Date

Bank Name

Step 6 of 6