Form Lookup Tables

The investor creation request has a number of fields the exchange validates against fixed lookup tables — tax_status, address.state, fatca.birth_country, bank account types, nominee relationships and more. Free text works for none of them: a value outside the exchange’s table either silently falls into a default bucket or comes back as a rejection. The masters endpoints here return those tables as option lists ({ "value", "label" }) sized for UI dropdowns — value is exactly what you send in the request, label is what you display.

These are served from static tables we keep in sync with the exchange’s own masters — no exchange call, nothing to paginate. Fetch them once when your form loads and cache them.

Investor form options

GET /api/masters/v1/investor-options
Authorization: Bearer <token>

One call with every enum the creation form needs:

{
  "success": true,
  "data": {
    "holding_types": [
      { "value": "SINGLE", "label": "Sole holder" },
      { "value": "JOINT", "label": "Joint holders" },
      { "value": "ANYONE_OR_SURVIVOR", "label": "Anyone or survivor" }
    ],
    "tax_statuses": [
      { "value": "INDIVIDUAL", "label": "Resident Indian", "group": "RESIDENT" },
      { "value": "NRI_REPATRIABLE", "label": "NRE — repatriable", "group": "NRI" },
      { "value": "NRI_NON_REPATRIABLE", "label": "NRO — non-repatriable", "group": "NRI" }
    ],
    "genders": [ { "value": "M", "label": "Male" }, "…" ],
    "kyc_types": [ { "value": "KRA", "label": "KRA" }, "…" ],
    "occupations": [ { "value": "BUSINESS", "label": "Business" }, "…" ],
    "contact_relations": [ { "value": "SELF", "label": "Self" }, "…" ],
    "bank_account_types": [
      { "value": "SB", "label": "Saving bank (SB)" },
      { "value": "CB", "label": "Current bank (CB)" },
      { "value": "NE", "label": "NRE account (NE)" },
      { "value": "NO", "label": "NRO account (NO)" }
    ],
    "demat_modes": [
      { "value": "PHYSICAL", "label": "Physical (statement of account)" },
      { "value": "CDSL", "label": "CDSL demat" },
      { "value": "NSDL", "label": "NSDL demat" }
    ],
    "nominee_relationships": [ { "value": "SPOUSE", "label": "Spouse" }, "…" ],
    "guardian_relations": [
      { "value": "FATHER", "label": "Father" },
      { "value": "MOTHER", "label": "Mother" },
      { "value": "COURT_APPOINTED", "label": "Court-appointed legal guardian" }
    ],
    "wealth_sources": [ { "value": "SALARY", "label": "Salary" }, "…" ],
    "income_slabs": [
      { "value": "31", "label": "Below ₹1 lakh" },
      { "value": "32", "label": "₹1–5 lakh" },
      { "value": "33", "label": "₹5–10 lakh" },
      { "value": "34", "label": "₹10–25 lakh" },
      { "value": "35", "label": "₹25 lakh–1 crore" },
      { "value": "36", "label": "Above ₹1 crore" }
    ],
    "fatca_occupation_types": [ { "value": "SERVICE", "label": "Service" }, "…" ],
    "pep_options": [
      { "value": "NO", "label": "No" },
      { "value": "YES", "label": "Yes — politically exposed person" },
      { "value": "RELATED", "label": "Related to a politically exposed person" }
    ]
  }
}

Field	Feeds
`holding_types`	`holding_type`
`tax_statuses`	`tax_status` — grouped, see the cascade below
`genders`	`primary_holder.gender`
`kyc_types`	`primary_holder.kyc_type`
`occupations`	`primary_holder.occupation`
`contact_relations`	`contact.email_relation` / `contact.mobile_relation`
`bank_account_types`	`bank_accounts[].account_type`
`demat_modes`	`demat.mode`
`nominee_relationships`	`nominees[].relationship`
`guardian_relations`	`nominees[].guardian.relation`
`wealth_sources`	`fatca.source_of_wealth`
`income_slabs`	`fatca.income_slab`
`fatca_occupation_types`	`fatca.occupation_type`
`pep_options`	`fatca.pep`

tax_statuses today covers the three statuses the creation form supports — Resident Individual and the two NRI variants. The request enum also accepts MINOR, HUF, COMPANY and TRUST, but those need guardian/entity fields we don’t catalog here yet; they’ll be added to this endpoint when the form scope grows.

The resident / NRI cascade

tax_statuses carries a group so you can render the same two-step pick most onboarding forms use:

Investor type — RESIDENT or NRI.
Account variant — enabled only for NRI, listing that group’s options: NRE (NRI_REPATRIABLE) or NRO (NRI_NON_REPATRIABLE).

The two NRI variants take exactly the same field set as a resident — they differ only in the tax_status sent and the bank account the exchange requires: an NRE investor must include at least one NE account, an NRO investor at least one NO account. Defaulting the first bank row’s account type to the variant’s NE/NO when the user picks NRE/NRO saves the most common validation failure.

States

GET /api/masters/v1/states

{
  "success": true,
  "data": [
    { "value": "Maharashtra", "label": "Maharashtra" },
    { "value": "Delhi", "label": "Delhi" },
    { "value": "Puducherry", "label": "Puducherry" }
  ]
}

value is the exact string address.state accepts — the same list as the valid state values table, so you don’t have to maintain it by hand.

The exchange maps any state it doesn’t recognize to its OTHERS bucket — silently, not with an error. Pin your state dropdown to these values rather than accepting free text.

Countries

GET /api/masters/v1/countries

The exchange’s FATCA Country Code master — 252 entries, value being the ISO 3166-1 alpha-2 code the FATCA fields take:

{
  "success": true,
  "data": [
    { "value": "AD", "label": "ANDORRA" },
    { "value": "AE", "label": "UNITED ARAB EMIRATES" },
    { "value": "IN", "label": "INDIA" }
  ]
}

Feeds fatca.birth_country and fatca.tax_residency.

address.country is not a dropdown from this table — the domestic address block is always registered as India regardless of what you send, so hard-code it. This table is for the FATCA fields only.

Atlas

API Guide

API Reference

Investor form options

The resident / NRI cascade

States

Countries

​Investor form options

​The resident / NRI cascade

​States

​Countries

Investor form options

The resident / NRI cascade

States

Countries