Corporate KYC Made Easy — Complete Your KYC on PensionBox Using Kite

Completing your KYC is the first step toward activating your Corporate NPS (CNPS) account on PensionBox.
PensionBox has partnered with Kite (by Zerodha) to make this process 100% paperless and effortless — whether you’re an existing Kite user or setting up a new account.

This guide will walk you through each step of completing your KYC and linking your corporate NPS account seamlessly.

Step 1: Sign Up Using the HR/Company Link

Start by opening the Corporate KYC link shared with you by your HR or company.
Click on Sign Up to begin your onboarding process.

Step 2: Create Your Account

Enter your mobile number to create your Kite account.
You’ll receive an OTP via WhatsApp and SMS — enter this OTP to verify and continue.

Step 3: Accept Your Corporate NPS Invitation

After signing up, a pop-up invitation from your employer will appear.
Click on Setup Corporate NPS to begin linking your account.
Then, click Complete Onboarding to move forward.

Existing Kite User Steps

Step 4: Log In Using Existing Kite Details

Select Use Existing Kite Login and click Proceed. Enter your Kite ID and Password, then click Login.

Step 5: Enter App Code

Open your Kite mobile app, go to the Profile section, and find your App Code.
Enter this code on the PensionBox page and click Continue.
🎉 You’re now successfully logged in and can start opening your NPS account.

New Kite User Steps

Step 4: Sign Up with Your Mobile Number

Enter your mobile number and click Get OTP. Enter the OTP received and click Continue.

Step 5: Add Basic Details

Fill in your Name and Email ID, then click Continue.

Step 6: Provide PAN & Date of Birth

Enter your PAN number and Date of Birth, then click Continue.

Step 7: Enable Investment Options

Enable both Equity and Mutual Funds options and click Continue.

Step 8: Verify Personal Details

Click Continue to confirm that all information provided belongs to you.

Step 9: Aadhaar Verification

Enter your Aadhaar number again, complete the captcha, and click Next.

Step 10: DigiLocker Authentication

Enter your 6-digit DigiLocker security PIN and click Continue. Then, select Aadhaar Card and PAN, and click Allow to grant access.

Step 11: Add Personal & Financial Details

Enter your parent’s name, marital status, and annual income, then click Continue.

Step 12: Link Your Bank Account

Choose your preferred method to link your bank account, then click Continue.
Enter your bank details and proceed.

Step 13: Capture Live Photo

Follow on-screen prompts to take a live photo (selfie) and click Capture.

Step 14: Upload Signature

Upload a photo of your signature and click Continue.

Step 15: Add Nominee

You can add a nominee now or choose to do it later, then click Continue.

Step 16: Final Confirmation & eSign

Click Continue, then select Sign Now to proceed with e-signing.

Step 17: Aadhaar Verification

Enter your Aadhaar number and click Get OTP.
Enter the OTP received and click Verify OTP to complete your eSign process.

Step 18: Link Kite with PensionBox

Once your Kite KYC is completed, open the PensionBox app.
Select Use Existing Kite Login and click Proceed.

Enter your Kite ID and Password, then click Login.
Next, input your App Code (from your Kite app’s Profile section) and click Continue.
🎉 Congratulations — you’re successfully onboarded! You can now open and manage your Corporate NPS through PensionBox.