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FAQ
Portfolio Managers
The investors can choose their preferred mode of payment, such as UPI, IMPS, NEFT, RTGS, or Cheques. If an investor opts to use UPI for the payment to the registered intermediaries, then they have to do so only using the new UPI IDs allotted to registered intermediaries.
The investor should keep following things into consideration:
• The UPI ID should properly show the name of the intermediary, followed by the short abbreviation of their category for example “pms” for portfolio manager to the left of the “@” character.
• On the right side of the “@”, the new and exclusive handle “@valid” should be present, followed by the bank name.
• On the confirmation screen, the app should show a white thumbs-up icon inside a green triangle.
• The QR code generated using the utility will have a white thumbs-up icon inside a green triangle. It will also display the UPI ID just below the QR code.
• In order to provide an additional layer of security and help investors verify the authenticity of an entity before proceeding with any financial transaction, SEBI has developed a functionality named “SEBI Check”. So you also cross-check the above details using the “SEBI Check” tool which is available on SEBI website.
No, the new UPI IDs are only for intermediaries to obtain and investors can continue to use their existing UPI IDs.
The secure validated UPI ID of intermediaries will use the same banking channel as the earlier generic UPI handles. In case of any technical difficulty, investors are requested to approach their respective bank
The current UPI transaction limit for capital market transactions is INR 10 lakhs per day, subject to periodic review
Intermediaries are required to:
• Display validated UPI IDs prominently on their websites
• Share them via SMS, email, social media, and other communication channels
The validated UPI IDs are available for investor use as of October 01, 2025.
To Find Details of UPI IDs Click here(https://0fdab566-36ef-4cfe-abe4-a4fa5b63bcf9.usrfiles.com/ugd/0fdab5_dcc2f1963194457ab333eb432bea0b7c.pdf)
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