Seamless Digital Client On-Boarding
Digitally Onboard Your Clients — Fast, Secure, Compliant
IT Mines offers eKYC Platform as a Service. Set up multiple onboarding journeys tailored to your business — all under your white-labeled domain.
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Seamless Digital Client On-Boarding
IT Mines offers eKYC Platform as a Service. Set up multiple onboarding journeys tailored to your business — all under your white-labeled domain.
Book a Demo
Customer Data Platform
IT Mines offers eKYC Platform as a Service. Set up multiple onboarding journeys tailored to your business — all under your white-labeled domain.
Effortless Client Onboarding for SEBI-Registered RIAs & RAs Digitally onboard your clients within minutes—customized to fit your business model.
Whether you prefer a tailored onboarding journey or a pre-configured flow, our solution ensures a seamless, compliant, and efficient experience from start to finish.
Define Services, Get Agreements eSigned via Aadhaar Easily outline your service deliverables and have client agreements securely eSigned using Aadhaar authentication.
Ensure faster, safer, and fully compliant documentation. You can also enable integrated eKYC to combine both onboarding and agreement signing in a single seamless digital journey.
Onboard Your HNI & Ultra-HNI Clients Seamlessly Digitally onboard your High-Net-Worth (HNI) and Ultra-HNI clients with SEBI-compliant KYC and fully customizable account opening forms. Ensure a smooth, secure, and efficient onboarding experience with digitally filled and eSigned documentation tailored to your business needs
Clients Onboarded
Customer Satisfaction
Faster Conversions
Ops Time Saved
Features
Easily create multiple onboarding flows for investors, partners, or customers — no coding needed.
Your domain, your brand, your experience — provide a seamless branded onboarding interface.
Instantly verify KRA, CKYC, and document authenticity for compliant onboarding.
Seamlessly fetch Aadhaar and PAN documents in real time using secure DigiLocker APIs.
Merge KYC + agreement into one document and get it Aadhaar eSigned instantly.
Track onboarding performance, drop-off rates, KYC success, and eSign completions from one unified dashboard.
Why Choose IT Mines?
Our platform delivers lightning-fast, secure, and compliant digital journeys — all under your brand, all with zero paper
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End to End secured platform with data security
Best per transaction cost model to scale up your business
On-board your clients anytime from anywhere, web or mobile as it suits you
Team has an experience of over 30 years in capital market
How It Works
Define and configure service names to match your business offerings
Choose the data points you want to capture for each service
Fully control your KYC flow—integrate Digilocker, KRA, CKYC, Penny Drop, Aadhaar eSign, counter-signing, client communications, and more
Assign Maker-Checker roles for transaction review and approval
Share your custom onboarding link (via domain or subdomain) directly on your website
Clients can browse and select the service they want to onboard for
Clients complete the onboarding journey digitally as per your defined workflow
If the journey is left incomplete, clients can return and resume anytime
The Checker reviews submitted data, KYC details, and signed documents
If any issues are found, the transaction can be rejected and the client can re-initiate the process
Once approved, the client receives a confirmation, and if counter-signing is enabled, the final signed document (by both parties) is automatically sent to the client
Monitor client status across all onboarding stages
Easily download complete KYC data and signed documents for compliance and audit purposes
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Discover how India’s investment advisors are streamlining onboarding, staying compliant, and scaling with ease. Unlock our step-by-step guide, checklists, and proven digital strategies—trusted by top RIAs across India.
Digital Onboarding Checklist
Scalable Solutions for RIAs
About Us
We empower businesses to digitally verify, onboard, and sign agreements with clients, all while providing a seamless, secure, and customizable experience. Our mission is to simplify compliance without compromising on brand experience or data integrity..
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