Create an investor profile (Non Individual)

Learn dealing with non individual investor's data

Capture the following data points for a non individual investor.

  1. 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.

  2. 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.