Order Placed

Advisor can retrigger the confirmation mail sent to the investor. From this stage onwards, both advisor and investor can view progress.

• Instant confirmation email to investor
• Shared visibility for advisor and investor
• Retrigger confirmation anytime

Authentication

Advisor or investor verifies order via NSE portal. Option to choose OTP via mobile, email, or both. For joint holders, all must authenticate.

Payment

Shows whether payment is complete or pending. Real-time status updates with payment mode, reference ID, and amount.

Order Confirmation

Displays if units are allotted or submitted to RTA. Final confirmation with complete transaction details.

Track Every Order in Real-Time

Experience complete transparency with instant order tracking. Fewer follow-ups, more clarity.