Aetram Trades Demat Account Referral Program
Partner Reward: Earn ₹110
How to Earn
Program Objective
Refer customers to open an Aetram Trades Demat Account and complete the digital account opening process. Rewards are processed after successful verification and activation.
Important Guidelines
- Refer only genuine customers interested in stock market investing.
- Applications closed after reward processing may result in action as per program policy.
- Ensure all customer information matches official documents.
- Ask customers to complete the onboarding process without interruption.
Account Opening Process
Step 1: Share Your Referral Link
Send your referral link to the customer and ask them to begin the application through your unique link.
Step 2: Register the Account
The customer should:
- Open the referral link.
- Verify their mobile number using OTP.
- Verify their email address using OTP.
Step 3: Complete Identity Verification
Applicants should provide:
- PAN Card details
- Date of Birth
These details are verified as part of the account opening process.
Step 4: Keep Required Documents Ready
Customers should have the following documents available:
- PAN Card
- Aadhaar Card or other valid address proof
- Driving Licence, Passport, or Voter ID (if applicable)
- Bank account details
- Income proof (if required)
- Signature on plain white paper
- Selfie photograph
Step 5: Complete Personal Information
Fill in all required details, including:
- Personal information
- Contact details
- Occupation details
- Nominee details (optional)
- Bank account information
Step 6: Select Investment Preferences
Choose the preferred trading segments and investment options available during the application.
Step 7: Upload Verification Documents
Upload:
- Selfie photograph
- Signature image
These are used for digital KYC and identity verification.
Step 8: Complete Aadhaar eSign
Finish the application using Aadhaar-based electronic signature and submit it for verification.
Step 9: Account Activation
Once verification is completed successfully, the Demat & Trading Account will be activated and referral rewards will be processed according to the program guidelines.
Documents Required
Applicants should keep these documents ready:
- PAN Card
- Aadhaar Card
- Valid Address Proof
- Bank Account Details
- Signature on White Paper
- Selfie Photograph
- Income Proof (if requested)
Customer Eligibility
Applicants should generally meet the following criteria:
- Must be 18 years or older
- Must be an Indian citizen
- Must have a valid PAN Card
- Aadhaar-linked mobile number is required for eSign
- Must provide valid address proof
Final approval is subject to verification by the financial institution.
Product Overview
The Aetram Trades Demat Account is a digital investment platform that enables users to invest in stocks, IPOs, ETFs, and other market instruments. It provides a secure online trading experience with paperless account opening and digital document verification.
Key Customer Benefits
Easy Online Account Opening
- Fully digital onboarding
- Quick verification process
- Paperless account setup
Invest Anytime
- Buy and sell shares online
- Participate in IPOs
- Access multiple investment opportunities
Secure Digital Holdings
- Hold securities safely in electronic format
- Reduce paperwork and physical documentation
- Convenient portfolio management
Long-Term Wealth Creation
- Build an investment portfolio over time
- Access stock market opportunities
- Manage investments through a single account
Common Reasons for Application Rejection
Applications may not qualify if:
- KYC verification remains incomplete.
- Incorrect or mismatched personal information is submitted.
- Required documents are missing or unclear.
- Aadhaar eSign is not completed.
- Eligibility requirements are not met.
Ideal Customer Profile
This account is suitable for:
- First-time investors
- Stock market beginners
- Long-term investors
- IPO enthusiasts
- Salaried professionals
- Self-employed individuals
- Anyone looking to start investing digitally
Referral Best Practices
- Share your referral link only with interested customers.
- Ensure PAN, Aadhaar, and bank details are entered correctly.
- Help customers complete the entire onboarding journey in one session.
- Confirm all required documents are uploaded clearly.
- Follow up until the account is successfully activated.
- Refer genuine applicants to maximize approval rates and referral earnings.