How to Open a Mutual Fund Account Using MoRa Finserve Portal

How to Open a Mutual Fund Account Using MoRa Finserve Portal

Opening your mutual fund investment account with MoRa Finserve is a quick and fully digital process. Follow the steps below to get started on your investment journey through our official onboarding portal:

Open Account Now

βœ… Step-by-Step Process

Step 2: Mobile Number Verification

  • Enter your 10-digit mobile number.
  • Enter the OTP sent to your number for verification.

Step 3: Enter PAN & Date of Birth

  • Provide your PAN Number and Date of Birth.
  • KYC details will be fetched automatically.

Step 4: KYC Verification

  • If KYC is verified, proceed to next step.
  • If not, complete eKYC via Aadhaar OTP, selfie, and document upload.

Step 5: Fill in Personal & Bank Details

  • Enter email, address, occupation, etc.
  • Add your bank account details and upload cancelled cheque/passbook.

Step 6: Nominee Addition

  • Add up to 3 nominees for your investments (optional but recommended).

Step 7: E-Sign the Application

  • Use your Aadhaar-based OTP to digitally sign the form.
  • Make sure your Aadhaar is linked to your mobile number.

Step 8: Account Activation

  • Verification and activation typically take 24–48 business hours.
  • Login credentials will be sent to your registered email and mobile.

πŸ“± Start Investing After Activation

Once your account is active:

πŸ›  Need Help?

πŸ”’ Your Data is Secure

We follow strict data privacy and encryption protocols. Your personal and financial information is protected with end-to-end security.

πŸ“Œ Important Notes

  • Ensure your PAN is KYC compliant. If not, complete eKYC during onboarding.
  • Keep Aadhaar-linked mobile number handy for OTP-based eSign.
  • Only individual bank accounts allowed. Joint accounts are not permitted unless you are the primary holder.

Happy Investing with MoRa Finserve!
Trusted platform for smart, secure, and goal-based mutual fund investments.


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