{"id":315,"date":"2024-10-21T11:02:04","date_gmt":"2024-10-21T11:02:04","guid":{"rendered":"https:\/\/maxiompms.com\/?page_id=315"},"modified":"2025-05-26T04:57:31","modified_gmt":"2025-05-26T04:57:31","slug":"getstarted","status":"publish","type":"page","link":"https:\/\/maxiomassetmanagement.com\/blog\/getstarted\/","title":{"rendered":"Get Started"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"315\" class=\"elementor elementor-315\" data-elementor-settings=\"[]\">\n\t\t\t<div class=\"elementor-inner\">\n\t\t\t\t<div class=\"elementor-section-wrap\">\n\t\t\t\t\t\t\t<section class=\"elementor-element elementor-element-7004484 elementor-section-boxed elementor-section-height-default elementor-section-height-default elementor-section elementor-top-section\" data-id=\"7004484\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t<div class=\"elementor-row\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d7bf115 elementor-column elementor-col-100 elementor-top-column\" data-id=\"d7bf115\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-column-wrap  elementor-element-populated\">\n\t\t\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e07910a elementor-widget elementor-widget-html\" data-id=\"e07910a\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t  <style>\r\n        \/* Modal styles *\/\r\n        .modal {\r\n            display: block; \/* Always visible *\/\r\n            position: fixed;\r\n            z-index: 1000;\r\n            left: 0;\r\n            top: 0;\r\n            width: 100%;\r\n            height: 100%;\r\n            overflow: auto;\r\n            background-color: rgba(0, 0, 0, 0.8); \/* Semi-transparent background *\/\r\n        }\r\n\r\n        .modal-content {\r\n            background-color: white;\r\n            margin: 10% auto;\r\n            padding: 20px;\r\n            border-radius: 10px;\r\n            width: 80%;\r\n            max-width: 600px;\r\n            box-shadow: 0 4px 8px rgba(0, 0, 0, 0.2);\r\n        }\r\n\r\n        .submit-button {\r\n            width: 100%;\r\n            margin-top: 15px;\r\n            padding: 10px;\r\n            background-color: #410DAA;\r\n            color: white;\r\n            border: none;\r\n            cursor: pointer;\r\n            border-radius: 5px;\r\n        }\r\n\r\n        .submit-button:hover {\r\n            background-color: #300a7a;\r\n        }\r\n\r\n        input, textarea {\r\n            width: 100%;\r\n            margin-top: 10px;\r\n            padding: 8px;\r\n            border: 1px solid #ccc;\r\n            border-radius: 5px;\r\n        }\r\n\r\n        textarea {\r\n            resize: none;\r\n        }\r\n        \r\n        .error-message {\r\n            color: red;\r\n            margin-top: 5px;\r\n            display: none;\r\n        }\r\n    <\/style>\r\n\r\n    <div class=\"modal\">\r\n        <div class=\"modal-content\">\r\n            <h2>PMS Consent Form<\/h2>\r\n\r\n            <p style=\"font-size: 13px;line-height: 20px;\">As per regulation, an email form investor is required to initiate onboarding to the Portfolio Management Service. Please review the content below; enter your name and click the button below to open a draft email. Please click send in the email app.<\/p>\r\n            \r\n            <div>\r\n                <label for=\"userName\">Enter your name:<\/label>\r\n                <input type=\"text\" id=\"userName\" oninput=\"updateTextWithName()\" placeholder=\"Your Name\">\r\n                 <div id=\"errorMessage\" class=\"error-message\">Please enter your name.<\/div>\r\n            <\/div>\r\n            <br><br>\r\n    \r\n            <textarea id=\"rawText\" rows=\"10\" readonly>\r\n    I, XYZ, hereby give my \/ our consent:\r\n    \r\n    (i) to the Portfolio Manager to collect \/ receive \/ use \/ store \/ transfer \/ process all my \/ our personal \/ sensitive personal information, and other data including financial information, occupation (\u201cData\u201d) for the purpose of providing portfolio management services and opening demat account under my name with ICICI Bank Limited.\r\n    \r\n    (ii) to ICICI Bank Limited to receive\/ share process such Data provided by the Portfolio Manager or fetch such Data from the KYC Registration Agency or create new record for I\/we with the KYC Registration Agency based on the Data so received, for the purpose of providing services in relation to opening the above stated demat account with ICICI Bank Limited.\r\n    \r\n    (iii) to ICICI Bank Limited to modify the Data so fetched from the KYC Registration Agency, in the event such Data does not match with the KYC documents furnished to ICICI Bank Limited.\r\n            <\/textarea>\r\n    \r\n            <button class=\"submit-button\" onclick=\"sendEmail()\">Open Draft Email<\/button>\r\n        <\/div>\r\n    <\/div>\r\n    \r\n    <script>\r\n        \/\/ Function to update the consent text with the entered name\r\n        function updateTextWithName() {\r\n            const userName = document.getElementById('userName').value || 'XYZ'; \/\/ Default to 'XYZ' if no name entered\r\n            const rawText = `\r\n    I, ${userName}, hereby give my \/ our consent:\r\n    \r\n    (i) to the Portfolio Manager to collect \/ receive \/ use \/ store \/ transfer \/ process all my \/ our personal \/ sensitive personal information, and other data including financial information, occupation (\u201cData\u201d) for the purpose of providing portfolio management services and opening demat account under my name with ICICI Bank Limited.\r\n    \r\n    (ii) to ICICI Bank Limited to receive\/ share process such Data provided by the Portfolio Manager or fetch such Data from the KYC Registration Agency or create new record for I\/we with the KYC Registration Agency based on the Data so received, for the purpose of providing services in relation to opening the above stated demat account with ICICI Bank Limited.\r\n    \r\n    (iii) to ICICI Bank Limited to modify the Data so fetched from the KYC Registration Agency, in the event such Data does not match with the KYC documents furnished to ICICI Bank Limited.\r\n            `;\r\n            document.getElementById('rawText').value = rawText;\r\n            hideErrorMessage();\r\n        }\r\n    \r\n        \/\/ Function to open the mail client with the populated consent form\r\n        function sendEmail() {\r\n            const userName = document.getElementById('userName');\r\n            if (!userName || !userName.value.trim()) {\r\n                showErrorMessage(); \/\/ Show error message if name is missing\r\n            return;\r\n            }\r\n    \r\n            const rawText = document.getElementById('rawText').value;\r\n            const plainBody = rawText.replace(\/<br\\s*\\\/?>\/gi, '%0D%0A'); \/\/ Replace newlines with encoded line breaks\r\n            const subject = encodeURIComponent(\"Consent Form Submission\");\r\n            const mailtoLink = `mailto:operations@maxiomassetmanagement.com?subject=${subject}&body=${encodeURIComponent(plainBody)}`;\r\n    \r\n            \/\/ Open the mailto link\r\n            window.location.href = mailtoLink;\r\n        }\r\n        \r\n            \/\/ Function to show the error message\r\n    function showErrorMessage() {\r\n        document.getElementById('errorMessage').style.display = 'block';\r\n    }\r\n\r\n    \/\/ Function to hide the error message\r\n    function hideErrorMessage() {\r\n        document.getElementById('errorMessage').style.display = 'none';\r\n    }\r\n    \r\n        \/\/ Keep the modal visible at all times\r\n        window.onload = function() {\r\n            document.querySelector('.modal').style.display = 'block';\r\n            const nav = document.querySelector('nav');\r\n      nav.classList.remove('sticky-top');\r\n        };\r\n    <\/script>\r\n    \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>PMS Consent Form As per regulation, an email form investor is required to initiate onboarding to the Portfolio Management Service. Please review the content below; enter your name and click the button below to open a draft email. Please click send in the email app. Enter your name: Please enter your name. I, XYZ, hereby&hellip;&nbsp;<a href=\"https:\/\/maxiomassetmanagement.com\/blog\/getstarted\/\" class=\"\" rel=\"bookmark\">Read More &raquo;<span class=\"screen-reader-text\">Get Started<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/template-pagebuilder-full-width.php","meta":{"footnotes":""},"tags":[],"class_list":["post-315","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/maxiomassetmanagement.com\/blog\/wp-json\/wp\/v2\/pages\/315","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maxiomassetmanagement.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/maxiomassetmanagement.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/maxiomassetmanagement.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maxiomassetmanagement.com\/blog\/wp-json\/wp\/v2\/comments?post=315"}],"version-history":[{"count":12,"href":"https:\/\/maxiomassetmanagement.com\/blog\/wp-json\/wp\/v2\/pages\/315\/revisions"}],"predecessor-version":[{"id":787,"href":"https:\/\/maxiomassetmanagement.com\/blog\/wp-json\/wp\/v2\/pages\/315\/revisions\/787"}],"wp:attachment":[{"href":"https:\/\/maxiomassetmanagement.com\/blog\/wp-json\/wp\/v2\/media?parent=315"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomassetmanagement.com\/blog\/wp-json\/wp\/v2\/tags?post=315"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}