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Onboarding with Investment IGST takes about 24-48 hours once your documents are in. Here’s exactly what happens, step by step, and the paperwork to keep handy.
Onboarding journey
Reach out via the contact form, email, or phone. Tell us a little about your goals, horizon, and the fund you’re considering — Fix Return or Floating.
Time: 5 minutes
We schedule a 20-30 minute call to walk you through the fund structure, returns, lock-in, exit terms, and answer every question you have. No pressure, no sales script.
Time: ~30 minutes
You’ll get an email from us with a secure onboarding link, the Client Agreement, and Risk Disclosure Statement to review.
Time: sent within 1 business day of the call
Upload your documents and complete identity verification. Indian residents can use Aadhaar OTP for paperless KYC; NRI / overseas investors complete a guided document upload.
Time: 10-15 minutes
Review and digitally sign the Client Agreement and Risk Disclosure Statement. You’ll receive countersigned copies by email for your records.
Time: 10 minutes
Pay via Razorpay (UPI / NetBanking / IMPS / Card) for domestic, or PayPal for overseas / NRI. Units are allotted, your investor portal is activated, and you start receiving NAV updates and statements.
Time: Same-day allotment for cleared funds
Total time: typically 24-48 hours from first contact to live investor account, assuming documents are ready.
KYC checklist
We onboard resident Indian individuals and NRI / overseas individual investors. Pick the panel that matches you. Soft copies (clear scans or phone photos) are accepted for the digital onboarding flow.
Most common — for Indian taxpayers
For investors residing outside India
Note: Investment IGST currently onboards only resident Indian individuals and NRI / overseas individual investors. We do not accept investments from HUFs, corporate entities, LLPs, partnerships, trusts, societies, or joint holders at this time.
Helpful to know
Soft copies are fine
Clear scans or phone photos work for the digital flow. Originals only needed if specifically requested.
PAN is mandatory
Per Income-tax rules, PAN is required for any investment above ₹50,000 in India.
Bank account must match name
Redemptions are credited only to a bank account in the investor’s name.
Nominee is optional but smart
Adding a nominee makes succession painless. You can update it any time later.
FATCA for NRIs
Overseas investors complete a one-page tax-residency declaration as part of onboarding.
Domestic minimum
₹100 via Razorpay (UPI / NetBanking / Cards) for Indian residents.
Overseas minimum
10 USD + PayPal commission for NRI / overseas investors paying via PayPal. Net amount credited is after PayPal’s fee and currency-conversion margin.
Privacy & data security
All KYC data is encrypted in transit and at rest. Read our Privacy Policy and Trust & Safety page.
Quick answers
From first contact to a live investor account is typically 24-48 hours for resident Indians (faster with Aadhaar e-KYC) and 2-4 business days for NRI / overseas investors due to additional document verification.
No. The onboarding flow is fully digital — clear scans or photos are accepted. Originals are only requested in rare cases where a specific verification needs them.
Yes. You can complete KYC and the Client Agreement first, and decide between the IIGST Fix Return Fund or IIGST Floating Fund afterwards. Funding the account triggers the actual subscription.
If your CKYC is up to date, we can pull it during onboarding to skip duplicate uploads. You’ll still need to sign our Client Agreement and Risk Disclosure separately.
We onboard resident Indian individuals and NRI / overseas individual investors only. We do not currently accept investments from HUFs, corporate entities, LLPs, partnerships, trusts, societies, or joint holders. If your situation is different and you’d still like to explore options, please reach out.
Yes — if you prefer, we can arrange an in-person onboarding at our Vadodara office. Please contact us to schedule.