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  1. Kristal.AI
  2. Partner Resources

Partner Resources

Partner FAQs

  • 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?
  • Want to know more about investments through the LRS route.
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RM App How-to Guides

  • RM Journey Guide
  • How to Navigate Client Profile
  • RM App Functionalities
  • How to Manage Docs
  • How to Create Tasks
  • How to enable 3rd party cookies to view service requests?

Partner Decks

  • Kristal.AI Key Timelines & Turnaround Times
  • About Kristal.AI
  • Product Offerings
  • Enterprise Solution

Applications, Forms, & Bank Transfer Details

  • LRS A2 Forms
  • Bank & Fund Transfer Details as per Remitting Country
  • Applications & Forms
Investment Solutions
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  • Private Wealth Services
  • Private Markets
Invest with us
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Bank & Wealth Managers
Contact us now
WHATSAPP

+65 92391022

Marketing

marketing@kristal.ai

Partnerships

cp@kristal.ai

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).

Copyright © 2022 Kristal Advisors (SG) Pte. Ltd. UEN: 201711235E