Shreeji Finance does not currently require partners to upload onboarding documents during registration, and documents are not collected later as a standard onboarding stage. Registration uses information entry. Other documents may become relevant only in a separate lender, product, customer-case or compliance context.
What Shreeji registration currently asks you to enter
The current registration form collects information such as:
- Full name and contact details.
- City, state and PIN code.
- PAN and Aadhaar values requested by the form.
- Password and account-creation information.
Entering a PAN or Aadhaar value is not the same as uploading a card image or PDF. Do not send identity-document images merely because the form asks for the value.
What Shreeji does not currently require
The standard registration process does not require:
- PAN or Aadhaar document upload.
- Bank-statement or cancelled-cheque upload.
- Photograph upload.
- GST, Udyam or business-certificate upload.
- A later mandatory onboarding-document package.
This description reflects the current process and should be reviewed if the registration workflow changes.
When documents may still be relevant
Documents can be relevant in other contexts, but those contexts must be identified clearly.
Lender or product verification
A lender may request identity, address, income, banking, business, property, vehicle, admission or other records for a customer application. Exact requirements depend on the selected lender, product, applicant and verification stage.
Business or compliance verification
A current policy, agreement or compliance review may require additional evidence in a particular situation. It should not be described as a standard Shreeji onboarding requirement unless the process actually asks for it.
Commission or payment administration
Payment or tax information may be relevant under applicable terms and law. No universal document list should be invented; follow the current approved process.
Data-handling principles
- Collect only information needed for the defined purpose.
- Obtain customer consent before collecting or sharing customer documents.
- Use the approved channel.
- Do not store PAN, Aadhaar or financial records in public groups or unsecured shared folders.
- Do not reuse documents for another customer or product.
Frequently Asked Questions
Q: Do I upload PAN or Aadhaar during Shreeji registration?
A: No. The current form asks for values as information entry; it does not require document uploads.
Q: Is there a mandatory document stage after registration?
A: No. Documents are not collected later as a standard Shreeji onboarding stage.
Q: Why does this guide discuss documents at all?
A: Because lender, product, customer-case or compliance verification may require particular records in a clearly identified context.
Q: Is registration free?
A: Yes. Shreeji Finance DSA registration is free, while activation remains subject to internal review.
Use the DSA Partner Program for the current registration path.
*Shreeji Finance is a DSA/referral partner platform and loan-assistance intermediary, not a lender. The relevant lender decides eligibility, pricing, sanction, approval, credit limit and disbursal. Product and lender availability varies by location, profile, serviceability and current policy. Commission structure and eligibility vary and become payable only under applicable terms after the relevant bank or lender confirmation; no approval, income or payout should be treated as certain.*
Ready to review partner onboarding?
Read the Shreeji Finance DSA Partner Program page before submitting your profile. Portal access and payout eligibility remain subject to internal review and applicable partner terms.
View DSA Partner Program