JioBlackRock

Getting Onboard with JioBlackRock Personalised Investment Advice

Starting your investing journey should be easy, transparent and reassuring, just like our advice. At JioBlackRock, our onboarding process for Personalised Investment Advice is designed to understand you first, so the advice you receive is suited to your unique investment objectives, your risk tolerance, and investment horizon.

Published on 5 March 2026

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2 min read

Here’s a simple, step-by-step look at what the onboarding journey involves.

JioBlackRock Personalised Investment Advice is available through the My Jio and JioFinance app. Download the app on your mobile device from the QR codes given below:


To make onboarding smooth, keep the following handy:

    • PAN card
    • Aadhaar-linked mobile number
    • Aadhaar card

Most people are up and running in a few minutes.

Step 1: Sign up

Your journey begins by creating a secure JioBlackRock Personalised Investment Advice account.

At this stage:

    • Verify email and mobile via OTP
    • Set up your login credentials with MPIN
    • Fingerprint / Face ID 

Why this step matters

This ensures your account is protected and linked correctly to you.

Step 2: Get investment ready - Account setup and KYC Verification

To help you be investment ready we help you complete your KYC (Know Your Customer) verification. 

Documents you’ll need:

    • PAN card
    • For first time KYC user Aadhaar would be needed as well


This step broadly includes:

    • Sharing basic details about yourself
    • Employment/ professional information
    • Bank account verification via UPI or Net banking

In most cases, this is completed digitally and takes only a few minutes.

Why this step matters

This helps you to comply with regulator and a safe, compliant investing experience.

Step 3: Discovering your Investor Type

You’ll then be guided through questions that help us understand not just what you’re investing for but also your comfort with risk. This helps us develop a plan that is truly personalised to you.

These include understanding:

    • Your current financial position
    • Your investment objectives 
    • Your risk comfort

There are no right or wrong answers - this is about your priorities.

Why this step matters

Your Investor Type will help us advice a plan that truly reflects you.

Step 4: Subscribe to unlock your portfolio – Mandate setup

Before onboarding is completed, you’ll see

    • Terms and conditions
    • Fee calculator
    • Mandate setup

Why this step matters

Nothing moves forward without your awareness and approval. You remain in control at every stage. Also, this is when the mandate is setup for auto debit of the advisory fees.

Step 5: Sign the advisory agreement 

Here you can read the RIA agreement and then proceed to sign it by entering your Aadhaar number and the OTP received on the Aadhaar-linked mobile number. Onboarding is complete here.  After this step you will be able to choose the advised portfolio from your preferred fund house.

You’re all set: Welcome to JioBlackRock Personalised Investment Advice!

You are all set to get started with Personalised Investment Advice the new paradigm of investing for India.

At this point:

1. Your onboarding is complete
2. Your profile is set
3. Your personalised advice journey is ready to begin

This is your starting point for exploring insights, recommendations, and next steps - all informed by the details you’ve shared.

Bottom line: Understand first. Advise next. Act only with consent.

By the time you reach your home screen, you’re not just signed up - you’re set up for investing that aligns with who you are and what you want to achieve.

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We want everyone to feel confident about investing and our learning hub is a good place to start – wherever you are on your journey.

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