An end-to-end platform to seamlessly onboard and manage Individual and Non-Individual distributors across multiple asset classes — all through a unified, fully digital experience.
Overview
The Distributor Empanelment project is a digital onboarding platform designed to streamline the registration and verification process for individual and non-individual distributors across multiple asset classes—such as Mutual Funds, PMS, AIF, and Fixed Income. The platform simplifies a traditionally fragmented and document-heavy workflow into a single, guided journey where distributors can authenticate using PAN and DOB, select asset classes of interest, and complete all required forms and declarations digitally. Key features include data prefill from existing systems like CDMS, multi-asset empanelment in one flow, document upload, and a final summary review before submission. The goal is to reduce onboarding time, eliminate duplication, ensure compliance, and provide a seamless experience for both new and existing distributors.
