REMINDER: SEBI’s Quarterly Fund Settlement

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Hi @POONAM_43409247,

Setting Up Auto-Reversal for Your Mandate

  1. Navigate to the funds page and select the widget or banner (check the screenshot below for reference).
  2. Enter the amount you’d like to set for automatic reversal
  3. Choose your primary registered bank and select your preferred UPI application. Alternatively, you can enter any UPI ID/VPA
  4. Authorise the mandate through your UPI application - Important: Please ensure you approve using the same bank you selected in the previous step.
  5. A verification charge of ₹1 will be deducted and immediately refunded to verify your bank account.

Once completed, the auto-reversal will be implemented starting with your next monthly or quarterly retention payout.

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Let us know if you need more help regarding this, thanks.