Create an investor profile (Non Individual)
Learn dealing with non individual investor's data
Capture the following data points for a non individual investor.
- Entity information
- Financial details: bank a/c and demat a/c
- Contact details: address, telephone number, email address
- Beneficial owner details
- Fatca & Crs declaration
Create profile
Call create non individual investor with the following json (the minimum required information to create){ "entity_name": "ABC Infotech Private Ltd.", "type": "private_limited" }
An investor profile (non individual) will be created. Use the
id
from the response object to call the other apis below.Update profile as you keep collecting more information
Call update non individual investor with the following json{ "pan": "arrpc7775n", "residential_status": "resident" }
residential_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.