How to join, step by step

Open the Subscribe Page

Go to the portal link and click the "Subscribe Now" button on the Investology AIO - Telegram Package page.

You’ll see: Investology AIO - Telegram Package page with plan details and a "Subscribe Now" button in the top-right.

Verify Phone & Email

Fill in your correct phone number and email address, then click "Get OTP". Enter the OTP received on each and click "Verify OTP".

You’ll see: "Verify your identity" screen with phone + email fields, then an "Enter OTP to verify" screen.

• Phone Number (+91)
• Email Address
• OTP (Mobile)
• OTP (Email)

Tip: Use your Aadhaar-linked mobile number — the same number will be used for eSign in Step 6.

PAN, KYC & Portal Password

Enter your PAN number and date of birth, then click "Fetch My Details". Your name and address auto-fill from CVL KRA where available. Enter your broker if asked (it is not linked to your account), then set a password for your Investology access portal login.

You’ll see: "Client Creation" screen showing PAN + DOB fields and a "Fetch My Details" button. After fetching, personal details auto-populate.

• PAN Number
• Date of Birth
• Broker Name (if shown)
• Portal Password

Important: The password you set here is for the Investology access portal only - NOT your broker or demat account password.

Optional Questions & Select Plan

Some browsers show questions about investment experience or demat proofs. These questions are optional; answer what applies to you. Then select your plan and click Next.

You’ll see: An optional questionnaire screen, then a plan selection screen. Select the correct plan.

• Investment experience (optional)
• Demat proof (optional)
• Plan selection

Tip: You do not need to upload investment proof documents.

Read & Accept MITC Agreement

Read the Most Important Terms & Conditions (MITC) — a SEBI mandatory agreement between you and the Research Analyst. Accept it and proceed to the digital signature step.

You’ll see: "MITC Agreement" screen with the full agreement text and an accept checkbox at the bottom.

• MITC Acceptance Checkbox

Tip: MITC is a regulatory requirement per SEBI guidelines. You must accept it to subscribe.

Digitally Sign via Digio (eSign)

You will be redirected to Digio — a government-authorised eSign platform. Enter your Aadhaar number (or Virtual ID) and the OTP sent to your Aadhaar-linked mobile number to sign the agreement digitally.

You’ll see: Digio eSign page (digio.in) with an Aadhaar number field. After OTP entry, you see "Agreement Signed" confirmation.

• Aadhaar Number / Virtual ID (VID)
• Aadhaar OTP (sent to linked mobile)

Tip: Digio is approved by the Government of India for eSign. Your Aadhaar data is not stored.

Complete Secure Payment

Review your payment amount and complete it via the secure checkout using UPI, QR code, Net Banking or Card. Do NOT close the tab until you see the confirmation page.

You’ll see: Secure payment page showing the plan amount. After payment, you are redirected back to the portal.

• Payment Method (UPI / QR / Net Banking / Card)

Important: This step generates your Telegram joining links. If you skip or close the payment screen, the links will NOT be generated. Re-login and complete payment to resolve.

Get Your Telegram Joining Links

After payment, you'll see a "Subscription Active" page with private Telegram channel join links. Click each link to join. You'll also receive 2 confirmation emails: one for the signed agreement and one for payment.

You’ll see: "Subscription Active" confirmation page with JOIN buttons for each Telegram channel. Also check your email inbox for 2 confirmation emails.

Tip: If joining links don't appear, it means payment was not completed. Re-login to the portal and complete the payment step.

Sign in to your members’ area

Sign in at investology.in to open research calls, the track record, the model portfolio and your dashboard.

You’ll see: The members’ area, with research calls, the track record, the model portfolio and your trading dashboard.