CAMS WealthServ is an intuitive digital interface that enables ‘first-time-right' investor application process. The platform is designed to ease and expedite onboarding of HNI clientele. Opening accounts for AIF and PMS investors and executing transactions are typically time intensive and iterative processes, often extending to several days. With WealthServ, on-boarding process to account activation is done within a few hours.

The platform comprehensively supports all ecosystem connects and is compatible with multiple downstream platforms. It supports onboarding of a wide range of investors covering individuals, non-individuals, NRIs and accredited investors. WealthServ offers an array of robust user validation methods including user liveness check, PAN authentication, document verification and bank account validation in real time using AI capabilities built into the platform. WealthServ also has additional features like custodian module for custodians to access the documents, configurable reviewer flow to verify the details, eNach to register mandates and stagewise e-sign flow. Additionally, it is integrated with payment gateway, providing multiple payment modes including cash and securities to facilitate STP, partial STP and lump-sum transactions. The entire flow is seamless, eliminating the friction between the processes while assuring quality.

With CAMS WealthServ, the entire onboarding process for AIF and PMS funds has been made 100% digital with online generation of POA and agreements, stamp paper affixation with support for multiple states and support for multiple modes of e-signs like Aadhaar OTP based and DSC based e-sign.