Income Updation

2 mins read
by Angel One

Step 1 – On your mobile device, access the profile section from the home page.

Step 2 – Click on “Personal Details” section

Step 3 – Click on “Income Details” Section

Step 4 – Select the income range from the options provided

Step 5: Provide income proof if your F&O/Commodity segments are active and you do not have any holdings:

  1. Allow system to automatically fetch last 6 months bank statement by entering the bank name and mobile number linked to the bank account
  2. Alternatively, select “Upload documents manually” option to upload the income proof yourself

Step 5a: Automatically fetch bank statement

  1. i) Enter the OTP sent by CAMSfinserv to your registered mobile number

  1. ii) Bank accounts linked with the mobile number will be fetched. Select the bank account you want to use to provide last 6 months bank statement

iii) User will be automatically redirected for the e-signing

Step 5b: Manually upload documents

i) Select the document from the list you want to provide as the financial proof

ii) Click on the “Add a file” box. Select the file you want to add from your device.

  • If your document is password protected, you will be asked to provide document password in order to verify the document
  • Once the file is uploaded, click on “Proceed to E-Sign” button

    

Step 6: You will be redirected for e-signing the request. Enter the Aadhar details & OTP sent from Adhaar on your mobile number

Make sure to use your own Aadhar card for e-signing

 

Step 7: The request will be processed in 2 – 4 working days.