Investwell has the facility to email Aadhaar registration forms of all 4 RTAs (CAMS, Karvy, Franklin and Sundarum) to clients.

Find this screen in the Reports MenuĀ under Link Aadhaar with MF Folios.

You can either send Individual applicant form or Non-Individual applicant (HUF, Corportate) form filled to client on his email id.



In this Grid View you can see all your Investors whose Aadhaar number is not updated in InvestWell. Check mark applicants and send email with filled form for the client to sign.

You can Double click on the grid cells to Edit the info. Press Save button to make these changes permanent.



By default the radio button As per Investment is selected. This will check mark only those RTA whose form must be filled by the applicant as they have transactions from that RTA.