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    KRA Validation Process

    As per guidelines, it is mandatory to have your KRA KYC status as “Validated” (individuals) for seamless investment in capital market. The validation is for Adhaar, registered email and mobile number registered with the KRA (KYC Registration Agency).

    Please check your KYC status using the below link by giving your PAN number

    CVL : https://www.cvlkra.com/ - KYC Inquiry

    NDML : https://kra.ndml.in/kra-web/jsps/pos/KYCClientInquiry_NEW.jsp


    If your KRA status is not in the Validated status (for individuals)

    Kindly contact your Relationship Manager to assist you in resubmitting your KRA application and complete the Re-Kyc process. Alternatively, you can download the KRA format from : https://www.way2wealth.com/Reports/OthDown-15112022-5737c.pdf


    If your KRA status is verified and not validated :

    Please use the below links (click on the KRA link where your PAN is registered) and validate by giving the OTP sent to your mobile and email.


    CVL KRA : https://validate.cvlindia.com/CVLKRAVerification_V1/

    KARVY KRA : https://www.karvykra.com/KYC_Validation/Default.aspx

    NDML KRA : https://kra.ndml.in/ClientInitiatedKYC-webApp/#/ClientinitiatedKYC

    DOTEX KRA : https://www.nsekra.com/

    CAMS KRA : https://qrkra.camsonline.com/KRAAADHAARWEB/MobileApp/ARV.aspx


    If any mis-match in email and mobile updated in KRA and OR address proof submitted is not Adhaar copy, please submit the Re-KYC format : https://www.way2wealth.com/Reports/OthDown-15112022-5737c.pdf

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  • Refunds and Cancellations

    Refunds and Cancellations

    We take utmost care in ensuring our clients are fully informed of the services available under different plans before they enter into any service contract with us or make us any payment. All our paid subscriptions are final because we believe our services will meet your needs without the need to refunds and cancellations.

    Before deciding to subscribe to our paid services, we urge you to subscribe to our Free Way2wealth Financial Health Check, to evaluate and subsequently subscribe to our paid services. We do not offer refunds on subscriptions that have already been made.

    We urge you to safeguard your credit card and bank account details with utmost care to prevent unauthorized subscriptions or payments to our services. By making a payment for Subscription to our Way2wealth Basic Financial Plan and Way2wealth Comprehensive Financial Plan on our site, you acknowledge that you have read and agreed to the above No Refund and no cancellation Policy.

    However, in case you have wrongly made a duplicate transaction, the excess amount will be refunded to you within 7 to 10 working days. All you need to do is drop an email to contact@way2wealth.com Call Customer Support on 1800-425-3690 within a period of 48 hours, from the date of subscription. Refund request will be accepted via phone or e-mail and request received after the stated deadline will not be eligible for a refund.

    Delivery Policy

    The Way2Wealth Basic Financial Plan is a system generated financial plan, which will be available to you in the My Plan section as soon as you complete entering your financial information in the portal.

    The Way2wealth Comprehensive Financial Plan is a customized financial plan which will be prepared by a Certified Financial Planner after in-depth analysis of your financial situation and goals. The Comprehensive Financial Plan will be delivered to you within 15 working days after you have provided us with the complete financial information required to complete the plan.

    Investor Charter

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    Investor Charter - Research Analyst
    Investor Charter - PMS
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    Investor Charter - DP NSDL
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    BSE Disclaimer

    The Stock Exchange, Mumbai is not in any manner answerable, responsible or liable to any person or persons for any acts of omission or commission, errors, mistakes and/or violation, actual or perceived, by us or our partners, agents, associates etc., of any of the Rules, Regulations, Bye-laws of the Stock Exchange, Mumbai, SEBI Act or any other laws in force from time to time.

    The Stock Exchange, Mumbai is not answerable, responsible or liable for any information on this Website or for any services rendered by our employees, our servants, and us.

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      Way2Wealth Insurance Brokers Pvt. Ltd Way2Wealth Realty Advisors (P) Ltd. AlphaGrep Securities (P) Ltd. Techno Shares and Stocks Pvt. Ltd.

    Way2Wealth Brokers Private Limited - CIN U67120KA2000PTC027628 Stock Broking: SEBI Regn No.: INZ000178638 | Exchange Membership ID: NSE: 11502, BSE: 3117, MSEI:51000, MCX: 56730 Depository Participant: SEBI Regn No. IN-DP-472-2020 | CDSL ID: 12062900 & 12031500, NSDL ID: IN303077 PMS: SEBI Regn No.INP000000829 | Register with AMFI ARN: 77558 (Date of Initial registration - 8th Dec 2009, Date of expiry - 24th Jan 2027) | PFRDA: POP226012019

    Way2Wealth Commodities Private Limited - CIN U51229KA2006PTC039880 Stock Broking: SEBI Regn No.: INZ000049130 | Exchange Membership ID: NCDEX : 00908

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