CBOS APP

This app empowers brokers to onboard customers with a fully digital, paperless process, reducing turnaround time and eliminating manual errors. Whether you're onboarding new investors or verifying existing clients, Smart KYC ensures a smooth and compliant experience.

Key Features

Hassle-Free Digital KYC Capture and verify client details in minutes — no paperwork required.

Multi-Broker Support Enter your broker code and connect instantly to your respective brokerage platform.

Secure Data Handling All data is encrypted and processed securely, ensuring privacy and compliance.

Real-Time Verification Enable faster approvals with instant data validation and document checks.

Document Upload Made Easy Upload PAN, Aadhaar, and other required documents directly from your device.

User-Friendly Interface Simple, intuitive design for both brokers and clients.

Privacy & Security

We prioritize your data security:

Secure API integrations with authorized brokers User consent required before accessing any personal data Data handled in compliance with applicable regulations

Who Can Use This App? Brokerage firms Sub-brokers / partners Financial service providers Clients completing their KYC

How It Works Enter your Broker Code Authenticate securely Fill in client details Upload required documents Submit for verification

That’s it — KYC completed in minutes!

Support

For any queries or assistance, contact your respective broker.