DigiKYCLive
Onboarding that ends with a client, not a pile of paper.
Invite by link. Collect eight sections. Run only the checks the client approves. End with a reviewed, complete file.
The first meeting goes well. Then the paperwork starts.
DigiKYC moves it to the client’s phone. Your team still decides what’s collected and what’s checked.
How it works
- 1
Invite
A secure link that opens on any phone.
- 2
Collect
Staff fill eight sections; the client confirms each.
- 3
Verify
The client approves each PAN check with a WhatsApp code.
- 4
Approve
A second person approves the file.
What it does
- Live
Eight onboarding sections
Personal details to documents, including nominees and FATCA/CRS.
- Live
The client confirms every section
A later change reopens the section and shows what changed.
- Live
PAN checks the client approves
Mobile-to-name, mobile-to-PAN and PAN, each unlocked by a WhatsApp code.
- Live
Risk profile
Prepared by your team, approved by the client.
- Live
Document uploads with Aadhaar masking
Only a masked Aadhaar copy is kept.
- Live
Maker-checker approval
Whoever creates a client can’t approve them.
- Live
Guardian consent
For minor family members.
- Pilot
Agreement e-sign
With Aadhaar OTP.
- In testing
Account Aggregator link
- Coming next
Reading PAN and Aadhaar photos automatically (OCR)
Privacy, by design
- A full Aadhaar number is never stored, and the database enforces this.
- The name returned by a PAN check is used for the comparison, then discarded.
- One-time codes are stored only in scrambled (hashed) form.
- Every page is served over HTTPS and cannot be embedded inside another website.
Good to know
DigiKYC works on its own, or linked to the Investment Adviser CRM.
Clients need their PAN and Aadhaar. Family members are added for planning in the Investment Adviser CRM.
See it with your own cases.
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Hyderabad, Telangana 500089 ·Open in maps