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Login

Log in to your Digital Partner Portal.

Access Profile List

Navigate to Invest Online > Profile List > Search Client in Active Profile > Click on Menu Button (Three Dot) > Create Mandate.

Select Bank

  1. Select bank (e.g., Bank of Baroda) from popup.
  2. Choose type:
    • Physical Mandate: 21 working days (needs client signature).
    • NACH: Activates in 3 working days.
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Some banks are still not accepting ENACH (Aadhar Card, Debit Card).

Final Step

After clicking on Submit button you can see this Screen where you can find two button Approve Now & Approve Later
After
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if you have with your clients then you can simply click on Approve Now button it will automatically redirect to the Exchange Payment gateway & you have to select Authorisation mode like
  1. Aadhar card
  2. Debit Card
  3. Net Banking
Emandate
Once the NACH (eMandate) process is complete, it activates after 3 working days, allowing you to generate transactions starting then.

Next Generate Transaction

Last modified on February 18, 2026