In the Advisor portal of Investwell Mint Go to Invest Online Menu >> Profile list. After you have created the UCC, click on the Mandate amount column of the particular UCC whose Mandate you want to create



Click on the create mandate button on the top right corner



Choose the bank account, then choose the mandate type.

There are 2 types of mandates that can be created.

  1. Physical - Download mandate form, get it signed by all the holders of the UCC and then upload it in Investwell.
  2. NACH - BSE Sends through OTP, Login to Net banking portal and click on Approve.



While creating Physical mandates you will have to download the pre-filled mandate form and get it signed by all the holders of the UCC and then upload it from Mandate list





Or go to the Mandate list and click the create Mandate button on the top right corner. Here, choose the client name, then select the UCC.