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Portfolio Management Services | Onboarding
Gauvik wealth Management
The client journey, mapped end to end.
Five interchange hubs — from the first meeting to secure reporting.
Scroll down to pan the line west to east.
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Five interchange hubs — from the first meeting to secure reporting.
Scroll down to ride the line.
Onboarding Process
The process begins with the essentials. You provide your PAN card, Aadhaar as proof of address, and a cancelled cheque for bank verification — along with your email, phone number, and a few standard KYC details. This is the only administrative moment in the relationship; we keep it contained.
Within one to two working days, our team prepares a personalised PMS onboarding kit based on your credentials and dispatches it to you — by courier if you prefer physical documentation, or digitally if speed is the priority. Nothing moves forward until this kit is in your hands and reflects your details accurately.
Your onboarding kit contains two core agreements: a Portfolio Management Services account opening agreement and a demat account opening agreement. These are the documents that formalise the mandate — defining the terms under which Gauvik will manage your capital and the custodial structure that holds your assets.
Once you've reviewed and signed the documents, you courier the kit back to us. We then forward the executed agreements directly to the custodian, who processes both account openings — your PMS account and your demat account — within one to two working days. As soon as both accounts are active, we share your PMS account credentials and your Client Master List with you. The Client Master List is your official record of the new demat account.
With your accounts in place, the final step is capital transfer. You move your investment funds to the designated PMS pool account. If you hold existing equity positions you'd like brought under active management, those shares can be transferred directly into your new demat account as well, rather than liquidated and re-entered as cash.
Once the custodian confirms receipt of funds or securities meeting the minimum threshold, your PMS account is activated.
At that point, Gauvik assumes active management of your portfolio — and the work that actually matters begins.