Online Client Registration

1

The details in the form are filled by Hand.

The details in the form are filled by the
computer

2

While filling up the form, some compulsory
field may be left blank.

All compulsory fields are have to be filled in
before printing the form.

3

Long time is taken to verify and correct the
form.

Form checking is very easy and very fast.

4

You have to send the physical form to the
client for filling the required information.

No need to send the physical form to client.
The client can login and fill-up the form from website.

5

You need to maintain inventory of pre-printed
forms at your office and at your sub-brokers office.

No need to keep any pre-printed forms.

6

Manual entry of all KYC details have to be done
in the back-office software and UCC upload software.

Automatic upload of KYC details to back-office
and UCC is done.

7

Storage of Client Registraton form in physical
form only.

Easy access of digital copy of
form along with all required documents are available in the
software for compliance and verification.

8

Client Registration is possible only from
Sub-brokers’ office.

Client can directly register from the web-site
from anywhere in India.

9

It is difficult to keep-track of the changes
made in the address,bank account number, demat account number by
the client from time to time.

Generates log of all changes made.

10

A separate form has to be filled in for each
market segment.

Data can be copied from one market segment to
another market segment reducing the drudgery of filling up same
details again and again.

11

Bank and DP Details are to be filled in
manually.

Bank and DP Details will be filled in
automatically from MICR Code.

12

Slow process of Client registration.

Faster registration means more clients and more
business.

13

Copy of the form is not available with the
client.

Client can keep a copy of the form for his
record.