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Why should I partner with Kristal?
How do I onboard on the platform?
What are the agreements that I have to sign?
How will my clients onboard on the platform?
How do I know if my clients’ money is safe with Kristal?
Can I review all the service requests (tickets) raised by me/my team within single view?
Does moving my investments from another wealth manager to Kristal incur any taxes in India?
Who are the custodians / Registrars for various kinds of transactions in Kristal.ai?
How can clients ensure that funds are not lost / delayed for sighting in the funds pay in and out cycle ?
Where will securities appear / sit ? How can their existence be verified by CP / CP client independently?

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What are the agreements that I have to sign?

The following Terms and Agreements bind Kristal.AI and its Partners.

Channel Partner T&C

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We are licensed in Singapore, Hong Kong and India. Kristal Advisors (SG) Pte. Ltd. presently operates under the CMS license by the Monetary Authority of Singapore (MAS). Kristal Advisors (HK) Ltd is licensed and regulated by the Securities and Futures Commission (SFC) to carry out Type 4 and Type 9 regulated activities and is not involved in the discretionary management of any collective investment scheme. Kristal Advisors Private Ltd. presently operates as a Registered Investment Advisor under the jurisdiction of the Securities and Exchange Board of India (SEBI).

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