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How to get started?

To begin investing in Bonds on Aspero, follow these steps:

Step 1: Create an Account on Aspero

Step 2: Complete your KYC verification

Step 3: Search for bonds using ISIN or name

or

Choose the Bonds from one of the many categories listed on the platform. e.g. for High Yield, Short Tenure, Highly Rated & Budget bonds etc displayed for your convenience.

Step 4: You can also filter bonds on the basis of Tenure, Rating, Coupon Rate, Yield Rate & Maturity

Step 5: View bond details

Step 6: Click on “Invest Now” to purchase Bonds

Is KYC mandatory to invest?

Yes, as per government regulations, it is mandatory to complete your KYC verification to start investing. You are required to share your Full Name, Email ID, PAN card, Address Proof, Banks Details, and Demat Details to be eligible to invest.

What documents would I need to start investing?

You can simply log in to the platform with your phone number, verified by OTP. To begin investing, please upload the following:

  1. PAN Card
  2. Address Proof (Voter ID/Passport/Driver’s License)
  3. A cancelled cheque/bank statement to verify bank account number & IFSC code
  4. Client Master Report to verify your Demat account

Where can I find the Client Master Report?

A Client Master Report (CMR) is a digitally signed PDF certificate issued by a broker to a client. It contains information about your demat account, such as your demat ID, date of birth, bank information, and nomination information, among other things. The CMR will be sent to your registered email address by your Demat provider or can be accessed from the Document/Report section on your respective broker platform like Zerodha, Groww or ICICI Securities

How long will it take to verify my account?

It usually takes about 1-2 business days for the verification to complete after you have shared the required details

What investment options are available here?

You can purchase corporate bonds using our platform.

Is the Aspero app safe to invest in?

Yes, Aspero is 100% SEBI-Complaint and ensured highest standards of safety and privacy.

Does Aspero charge any fees?

No, Aspero does not charge any fees as it provides FOC (Free Of Charge) services

Can I update my name?

Yes, you can update the name only if your KYC is not complete, once the KYC documents are submitted then you can’t change the name. To update your name, please follow these steps:

Step 1: Go to profile

Step 2: Click on “Account details”

Step 3: Edit name

Step 4: Save & submit

Can I update the registered email address/phone number?

Yes, you can update both your email address and phone number. To update your email address follow these steps:

Step 1: Click on account details

Step 2: Edit email

Step 3: Click on “verify email”

Step 4: Enter OTP received in the inbox

Step 5: Click Submit

 

Now to update your phone number, follow these simple steps:

Step 1: Go to profile

Step 2: Click on account details

Step 3: Edit phone number

Step 4: Click on “Get OTP”

Step 5: Enter OTP received in SMS

Step 6: Click Submit

How to complete the KYC process?

Watch this short video to learn about the KYC process.

You would need to provide the following Documents/details to complete your KYC in just 5 minutes.

  • PAN card
  • 1 address proof – Voter ID or Driver’s license or Passport
  • Bank account details
  • Demat account details

 

To make it simpler for you, here’s a step-by-step guide :

Step 1: Enter your full name as per PAN card

Step 2: Enter your email. Verify by clicking on the link received over the mail.

Step 3: Upload a PAN card copy

Step 4: Enter your address, and PIN Code and upload proof document (Voter’s ID/Passport/Driver’s License). Supported file formats – JPEG, JPG, PNG & PDF with max file size upto 10 MB)

Step 5: Select your bank account type and details like account no. and IFSC and upload the cancelled cheque/bank statement

Step 6: Select your broker name and enter the associated DEMAT account number (Max file size-10 MB. File Format – PDF)

 

Your KYC status will be updated in a few working days. However, if your KYC is rejected, you can check the app for errors, resubmit the incorrect information, and complete your KYC

Why is my KYC still pending?

Please note that after submitting all required information and documents, the verification takes up to 2 business days to complete.

In case verification is pending even after 4 days, please reach out to us at

Why did my KYC document get rejected?

Your KYC might have been rejected due to the following reasons:

  • Name not matching with the supporting document
  • Document unreadable
  • Wrong document uploaded
  • Document missing
  • Document falsified
  • Document expired

Please ensure correct and clear documents are uploaded along with the right details.

How do I update my bank account details?

You can update/add your bank account details by following these simple steps:

  • Go to Profile
  • Click on the “Bank Account” tab
  • Click on “Add account”
  • Add IFSC, Account number and upload supporting document.
  • Click on Save & submit

Can I update my KYC document?

Yes, you can update your KYC document ONLY if it has been REJECTED. However, during this time, you can update your bank a/c and demat a/c if you feel the need to.

What are the payment methods supported?

We are currently accepting payments from customers through UPI apps, such as Google Pay, BHIM UPI, PhonePe etc and Netbanking with most major banks available on the platform.

Payment is marked as failed on my order detail but money has been deducted from the bank account. What should I do?

In case your order didn’t go through and your payment has been deducted, do not worry, your money will automatically get refunded into your bank account within 5-7 days. In case you don’t receive the refund within 7 business days, you can write to us at support@aspero.in  and we’ll get back to you within 24 hours.

I don't see UPI/netbanking methods on my checkout.

In case you do not see net banking as an option available on checkout, your bank may not be supported by our payment merchant. We recommend adding an alternate bank account in this case for a smooth payment experience. Also note, that UPI as a payment method would not be available for transaction amounts over INR 1L.

What should I do if I don't receive the payment confirmation?

Please look for an email from noreply@aspero.in  for payment confirmation – this should hit your inbox within 1 hour post placing your order. Remember to check your spam as well. In case you don’t receive the payment confirmation within an hour, please write to us at  and we’ll share the the payment confirmation with you over your registered email ID.

I have not received my refund yet.

We’re sorry for your experience. If more than 7 business days have passed since the payment failure, please write to us at support@aspero.in. We’ll notify the bank and help expedite the reversal.

Where will the funds be credited for after bonds mature? Can I choose a different bank account for receiving funds?

On maturity, the funds will be credited to the bank account through which the payment was made at the time of investment. Unfortunately, it’s not possible to deposit the amount in a different bank account at this time. In case that bank account has been closed, please add a new bank account and reach out to us at support@aspero.in so we can help you with an alternative deposit method.

How do I check the status of my payment/order?

 

Please go to the ‘Orders’ section on your app.

You can check which of your orders are open and settled separately with an update on the payment cited below the asset name. Click on the asset you want to check the status on. The status will reflect under ‘Tracking Details’

 

What is the settlement cycle?

Your order will be settled in your DEMAT account on T+1 basis

Why did my order fail?

There could be two possible reasons behind this.

Case 1: Your payment failed because of ban server/network issues, or wrong OTP

Case  2: Your settlement failed because of either of the following reasons:

  • Dropped by RM
  • Dropped by investors
  • Bank account number /Demat is not active
  • Mismatch in Client ID/ DEMAT ID
  • Mismatch in bank account details
  • Mismatch of units inputs
  • Mismatch of funds
  • Modification not done within the exchange timeline
  • Securities not allowed in particular DP
  • Funds /securities are not received within the timeline

Once the bond matures, how do I get my money back?

On the date of bond maturity, the principal along with the return will automatically be deposited to your linked bank account within 5 business days by the issuer. In case you do not receive the amount within the stipulated time period, please write to us at support@aspero.in

Why is my order not showing in the portfolio?

There could be two possible reasons for your order not getting displayed in your portfolio:

Reason 1:

Your payment failed: In case of payment failure, you can go back to your wishlist and reattempt payment for the same order.

Reason 2:

Pending/failed settlement: In case your amount has been deducted, but you do not see the order in your portfolio, it may be a settlement issue. Please look for a confirmation email in your inbox for the settlement after the order is placed. If you do not receive any such email within 48 business hours from the placement of your order, your settlement may have failed. In this case, you’ll receive a notification from our side and if any action is required from your end, our customer support team will contact you directly.

Alternatively, in an unlikely scenario, this may be a technical glitch which should automatically get resolved within 48 hours. However, if it does not get resolved on its own, please contact us at support@aspero.in and we’ll get back to you at the earliest.

Can I download my portfolio cash flow details?

This feature is currently unavailable, however, the team is working towards it and you’ll receive an update from our end on this very soon.

What are bonds?

Bonds are debt securities issued by corporations, municipalities, or governments to raise capital. When you buy a bond, you’re essentially lending money to the issuer, who pays you interest and returns your principal at a specified maturity date. Watch this video here

How to choose a bond for investment?

Choosing a bond for investment involves analyzing the issuer’s creditworthiness, evaluating the bond’s yield, duration, and liquidity, and considering your investment goals and risk tolerance. Credit ratings from rating agencies, such as CRISIL, ICRA provide an assessment of the issuer’s creditworthiness. Yield measures the annual return on the investment, and duration is the bond’s sensitivity to interest rate changes. Liquidity is the ease of buying or selling the bond on the secondary market. Read more here

How to calculate the return on investment?

To calculate the return on investment for a bond, you need to consider the interest payments received and any capital gains or losses when selling the bond. The yield to maturity formula is a common way to calculate the expected return on a bond investment. Yield to maturity takes into account the bond’s current price, face value, coupon rate, and time to maturity.

If you want to calculate the return on the bond you’re interested in, simply navigate to its detail page on the Aspero app and use our Returns Calculator. Enter the number of units you wish to purchase, and the calculator will provide you with an estimate of the total returns you can expect to earn.

What are secured bonds?

Secured bonds are backed by specific assets of the issuer, providing additional security for investors in case of default. Examples include mortgage-backed securities and asset-backed securities. Secured bonds typically have a lower risk profile than unsecured bonds, but they may also have a lower yield. Read more here

What is the rating?

A bond rating is an assessment of the creditworthiness of an issuer, indicating the likelihood of default. Bond ratings are issued by credit rating agencies such as CRISIL, ICRA etc. Ratings are usually expressed as a letter grade, with AAA being the highest rating and D being the lowest. A higher rating implies a lower risk of default and a lower yield.

What are the risks associated with investing in bonds?

Usually bonds offer low or moderate risk. However, some of risks associated with investing in bonds come from credit risk, interest rate risk, inflation risk, liquidity risk.

Credit risk refers to the risk of default by the issuer.

Interest rate risk refers to the risk of changes in interest rates affecting the bond’s price and yield.

Inflation risk refers to the risk of inflation eroding the bond’s purchasing power.

Liquidity risk refers to the risk of not being able to sell the bond at a fair price when needed.

How are returns calculated on purchased bonds?

Returns on purchased bonds are calculated based on the bond’s coupon rate, yield to maturity, and any capital gains or losses when selling the bond. The coupon rate is the interest rate paid annually by the issuer. Yield to maturity takes into account the bond’s current price, face value, coupon rate, and time to maturity.

Can I sell purchased bonds before maturity?

Yes, purchased bonds can be sold before maturity on the secondary market. The price at which the bond is sold may be higher or lower than its face value, depending on changes in interest rates and the issuer’s creditworthiness. Selling a bond before maturity can result in capital gains or losses for the investor.

Still looking for help?

Reach out to us at support@aspero.in