IMPORTANT
Laurel Financial Services is a SEBI-registered Research Analyst (Reg. No. INH000023904) and BSE-enlisted. We provide stock market research and investment insights for educational purposes only. Investments in securities are subject to market risks; returns are not guaranteed. Please read all documents carefully and consult a SEBI-registered advisor before investing. For queries, contact 8225000076 | Compliance Officer: Ali (9179624120).

Our Process Flow

Empowering Traders with Trusted, SEBI-Registered Financial Guidance

Welcome to Laurel Financial Services!

Our Process Flow

Follow these 6 simple steps to complete your enrollment and get started with your service subscription.

Note: Please ensure you have an active Demat/Trading account with a SEBI-registered broking firm before starting Step 1.

Step 1: KYC Submission

  • Visit the KYC page and fill in your personal details:
    • Full Name
    • Email ID
    • Date of Birth
    • PAN Number
    • Address (as per official documents)
    • Mob No.
  • Upload a clear photo of your PAN Card.
  • Click on “Generate Agreement”.

Step 2: KYC & Agreement Verification

  • A new page will open titled “KYC & Agreement”.
  • Click the “Verify” button to proceed.

Step 3: Mobile Number Authentication

  • A mobile verification page will appear.
  • Enter your mobile number and click “Send OTP”.
  • Enter the OTP received to verify your number.

Step 4: Agreement Acceptance

  • The Terms & Conditions agreement page will open.
  • Carefully read the entire agreement.
  • Click on the “Sign Now” button to proceed.

Step 5: Aadhaar-based e-Sign

  • Enter your 12-digit Aadhaar Number for authentication.
  • Tick the checkbox “I agree to the above terms & conditions.”
  • Click “Get OTP” for Aadhaar verification.
  • Enter the OTP received on your Aadhaar-linked mobile number.

Step 6: Completion Confirmation

  • Once the OTP is verified, your KYC & Agreement process is successfully completed.

If you need assistance at any stage, feel free to reach out to our support team.

We’re here to help!

We would also like to highlight that investments in the securities market are inherently risky and subject to market fluctuations. Registration with SEBI and certification from NISM do not in any manner guarantee the performance of the Research Advisor or assure any returns to clients.

Reach Us

SEBI Office Details

Plot No.C4-A,’G’ Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051

Registration Details

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