Client Portal

Your policy, investment and family details in one place.

01 Create profile 02 Select services 03 Fill details

Existing client

Welcome back

Use your registered mobile number to open your dashboard.

Security note: login available only after new registration is submitted.

User Dashboard

Client

My profile

Registered personal details

Complete details

Personal and nominee information

Update your profile data, address, nominee and contact details.

Step 1

Personal Details

Nominee Details

KYC upload

Identity and bank documents

Upload clear documents for advisor verification.

Step 2

KYC Documents

Services

Select services and fill related details

Choose the service first, then complete only the relevant fields.

Step 3

Select Services

Choose one or more services

Selected services

Step 4

Service Detail Studio

Policies & investments

My active financial services

Renewal alerts

Upcoming maturity and expiry reminders

Policies and investments due within the next 30 days will appear here.