Bharti AXA introducing, Zero Balance Folio. Investors can now have all the paperwork done before investing. A Zero Balance Folio is similar to a Zero Balance Account in the bank where in an investor is given a Folio number, so all the hassling paperwork is done even before the actual investment starts. The investor fills an application form and the Registrar creates a unique Folio after submission of necessary document for the investor even before any financial transaction takes place. In addition he also gets a (Customer ID), which is the same as his mobile number and can be used for any investor related queries.
Benefit of Zero balance folio:
1) Helps you increase your customer base
2) Helps complete the required paperwork much in advance
3) Keeps the investor ‘investment-ready’
4) Provides for the mobile number to be the ‘Customer ID’, hence ensuring ease of use
5) Provides value added services / updates
Benefit of Zero balance folio:
1) Helps you increase your customer base
2) Helps complete the required paperwork much in advance
3) Keeps the investor ‘investment-ready’
4) Provides for the mobile number to be the ‘Customer ID’, hence ensuring ease of use
5) Provides value added services / updates
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