Create an investor profile (Individual)

Learn dealing with individual investor's data

Capture the following data points for an individual investor.

• Demographic information
• Financial details: bank a/c and demat a/c
• Contact details: address, telephone number, email address
• Related parties
• Fatca & Crs declaration

1. Create profile
Call create individual investor with the following json (the minimum required information to create)

{
  "type": "individual"
}

An investor profile will be created. Use the id from the response object to call the other apis below.

2. Update profile as you keep collecting more information from your customer
Call update individual investor with the following json

{
  "pan": "arrpp7775n",
  "tax_status": "resident_individual",
  "name": "Tony Soprano",
  "date_of_birth": "2002-09-18",
  "gender": "male"
}

tax_status attribute captures the India income tax residential status of the investor for that financial year as known at the time of capturing this information.

The following information cannot be changed once captured: type, tax_status, pan, date_of_birth, country_of_birth and place_of_birth.