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Documentation Index

Fetch the complete documentation index at: https://docs.regnumdigital.co.in/llms.txt

Use this file to discover all available pages before exploring further.

LoginLog in to your Digital Partner Portal.

Select the Client

  1. Find the client either from the Client List or directly from the Dashboard.
  2. Open the client so you are inside their profile/portal view.

Go to Invest Online

From the left-side blue menu, click on Invest Online.

Start a New Investment

Click on New Investment.

Choose the Fund

In the fund search box, type and select the desired Fund Name.

Select Scheme Type

Choose the appropriate Scheme Type (e.g., Growth/IDCWs, etc., as available).

Select Payment Mode

  1. Select the Payment Mode (e.g., NACH/eMandate, Net Banking, UPI, as applicable).
  2. Proceed with the next steps on screen to confirm SIP amount, frequency, and start date.

Authenticate

Authenticate using given link on screen or ask client to open the same link which they will recive on email/sms to authenticate.
Last modified on February 18, 2026