Opened Demat Account Entry
Account Type
*
-None-
AngelOne
Dhan
Faircent
ICICIDirect
Paytm Money
Policy Bazaar
StoxKart
Upstox
Zerodha
Client Id
*
First Name
*
Last Name
*
Mobile
*
Phone
Email
*
Date of Birth
*
Profession
-None-
Agriculture
Business
Government Job
Housewife
Others
Private Job
Retired
Self Employed
Student
Profession Detail
Mailing City
*
Mailing State
*
Mailing Zip
*
Mailing Country
*
Lead Source
-None-
Advertisement-Facebook
Advertisement-Google
Advertisement-Others
Advertisement-Telegram
Advertisement-Twitter
Advertisement-WhatsApp
Angel Broking NXT
Employee Referral
Office Visit
Others
Paytm CRM
Phone Call
Referral
Telecalling
Upstox CRM
WATI
Zerodha CRM
Employee (Lead)
*
-None-
Ashok Patel
Direct
Umank Pandey
Referrer Name
Referrer Id
Referrer Mobile
Referrer Email
Referrer Profession
-None-
Agriculture
Business
Government Job
Housewife
Others
Private Job
Retired
Self Employed
Student
Referrer Profession Details
Segments Activated
*
-None-
Equity
Equity, F&O
Equity, F&O, Currency
Equity, F&O, Currency, Commodity
Partner Id
*
Account Opened On
*
Description
Employee (Account)
*
-None-
Ashok Patel
Direct
Umank Pandey