Invoice

Generated per transaction. Includes:

  • Publisher's GSTIN

  • Billing details

  • Subscription description

  • Fee breakdown (subtotal + GST)

 

  • Access: invoice_url and upfront_fee_invoice_url in Payments Report

  • ⚠️ URLs expire in 5 days

 

Investment Adviser Agreement

Digitally confirmed (via OTP) agreement capturing:

  • Adviser + client details

  • Subscription terms

  • Full legal terms (scope, fees, liability, termination, etc.)

 

Frequently Asked Questions

Q: Where do I find these documents?

  • Payments Report has direct URLs.

 

Q: How long are they valid?

  • Agreements are permanent. Invoice URLs expire in 5 days (re-download report for fresh URLs).