Partner FAQs
- 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?
- Want to know more about investments through the LRS route.
- Who will be the broker for various financial products that Kristal Offers?
- What is a Risk profile? Why is it important to fill in the account?
- When a client is onboarded, what types of accounts are opened with Kristal? De-mat / trading / others?
- How long does the Onboarding process with Kristal take to complete?
- How can I upgrade to Private wealth?
- As a partner of Kristal, which entity am I empanelled with ?
- Who can initiate the fund transfer request in case of Joint account?
- When are Client Monthly Reports generated?
- How long does it take for funds to reflect in the account?
- Do we require any documents to update the new bank details for client?
- What are the payment terms offered by Kristal to Distributors? What is the Payment cycle like ?
- What is the proportion of assets owned by the respective joint account holders?
- Who can withdraw the amount in case of Joint Account?
- What is the mode of operation for Joint Accounts?
- Can Kristal onboard Minors?
- How can I downgrade to Retail?