Guidelines to avail Online Services of Invest UP through
Nivesh Sarathi Portal
Step 1 – Register
To Register online at Invest UP as an Investor, fill Full Name, Designation,
Company/Industry/Organization Name, Email ID & Mobile No. in the respective fields on
registration panel of Nivesh Sarathi Portal and click on Register button.
Thereafter, entered Email ID & Mobile No. will be verified through One Time Passwords
(OTPs). After verification, your registration will be completed and an auto-generated
password will be sent on the registered Email ID & Mobile No.
Step 2- Login
Fill registered Email ID in respective field, click on Verify Email button then fill Password
and click on Login button.
-OR-
To login through OTP verification, enter your registered Email ID in respective field, click on
Verify Email button and thereafter click on Login through OTP Verification link.
Thereafter, OTP will be sent on the registered Email ID/Mobile No. for verification. After
verification, you will be logged in.
** Reset Password, if forgot
Click on Forgot Password? link available on Login panel and enter the registered Email
ID on next step.
Thereafter, an OTP will be sent on the registered Mobile No./Email ID. Fill that OTP in
respective field and click on Verify button.
After verification, user will be redirected to create their New Password.
Step 3 – Create Company Profile
Once the user is Logged In, he/she will have to create Company Profile by submitting
following details:
o Basic Information
Type of Organization
Company Website (URL)
o Company Address
Country
State
District
Company Address
PIN Code/ZIP Code
Phone Number
After filling the above details, read declaration messages, select all checkboxes of declaration
and then click on Submit button to create the Profile.
Please note, after submission of above details, no changes will be allowed in Company
Profile. Hence investors are advised to verify the filled details before submission.
Investor will not be allowed to file any request unless he/she creates the Company Profile.
Step 4 - Raise Request for Services
A. Raise Query
Registered investors can raise query at Invest UP by clicking on Raise Query option
available in side menu or on the dashboard. Investor will have to fill below details in query
section:
Query Subject
Query Details (Max. 500 characters)
Upload Query Related File (File Format: PDF । Max File Size: 5 MB)
After submitting the above details in respective fields, click on Raise button. Thereafter,
query will be forwarded to Invest UP for redressal.
As soon as Invest UP replies to the query, Investor can view it under Query Redressal section.
Investor can re-open the query if he/she is unsatisfied with the response by Invest UP.
Investor can close the query if he/she is satisfied with the response of Invest UP.
B. File Investment Intent
Click on File Investment Intent side menu or option available on the Dashboard. Thereafter,
Investor will have to submit following details:
Type of Project Proposal:
New
Expansion
Diversification
Project Name
Project Details (Maximum 500 characters)
Upload Detailed Project Report (File Format: PDF | Max File Size: 5 MB)
Sector of Investment
Investment Proposed (in Crore INR)
Proposed Strength of Employees
District for Project Implementation (3 preferences)
Proposed Year for Project Commencement
Proposed Month for Project Commencement
Proposed Year for Starting Commercial Operations
Proposed Month for Starting Commercial Operations
Name of Witness
Mobile No. of Witness
Upload Signature of Witness (File Format: JPEG/JPG | Max File Size: 200
KB)
Upload Signature of Investor (File Format: JPEG/JPG | Max File Size: 200
KB)
After filling the above details, click on Submit button. User will be redirected to the
dashboard thereafter.
After submission of above details in respective fields, no changes will be allowed in the
application. Hence investors are advised to verify the filled details before submission.
Along with, Intent will also be forwarded to the Invest UP for MoU Signing.
Acceptance/Rejection of Intent or MoU Signing will be notified to Investor through SMS,
Email and on their dashboard.
If Invest UP raises any query in relation to the application then it has to be answered by the
Investor within stipulated time. Thereafter, Invest UP will scrutiny the application and
process the same.
C. Request for Facilitation
If Investor requires Facilitation from the Government then he/she can request for facilitation
in following two ways:
(i) Go to the Filed Intent section and click on Request Facilitation button (if Intent is
filed online and MoU signing is pending or signed), or
(ii) By clicking on Facilitation Requests side menu or Request for Facilitation button
available on the dashboard (if the MoU signed is offline/online). In both cases,
Investor will have to submit following details:
MoU Number or Application ID of Project (if applicable)
C.1. Land Facilitation Details
Land Facilitation Details
Does your project require land? If YES, then fill
o Whether Land required under Fastrack mode? (Yes/No)
o Area of Land Required (in Square Meter)
o Have you identified the Land? If YES, then fill
Type of Land Identified i.e., ‘Government’ or
‘Private’
If Government Land, then fill
o Industrial Development Authority
o Industrial Area
If Private Land, then fill
o Address of Land
o District
o PIN Code
o If didn’t identified the Land then select Type of Land
required i.e., ‘Government’ or ‘Private’ and District
o After filling the above details, click on Save & Continue
button and proceed to next step
If Investor doesn’t require Land Facilitation then select NO, click on
Save & Continue button and proceed to next step.
C.2. No Objection Certificate (NOC) Facilitation Details
Have you applied for any NOC on Nivesh Mitra Portal?
If YES, then fill Application ID of Project in respective field, click
on Save & Continue button and proceed to next step.
If Investor doesn’t require NOC Facilitation then select NO, click on
Save & Continue button and proceed to next step.
C.3. Letter of Comfort (LOC) Facilitation Details
Have you applied on Incentive Management System?
If YES, then fill Application ID of Project in respective field, click
on Save & Continue button and proceed to next step.
If Investor doesn’t require LOC Facilitation then select NO, click on
Save & Continue button and proceed to next step.
C.4. Any Other Facilitation
If Investor requires any other facilities then select YES and fill:
Power Load Required (in KW)
Water Required (KL/Day)
Any other requirement from State Government?
If Investor doesn’t require Facilitation then select NO, click on Final Submit
button and proceed to next step.
After final submission of above details in respective fields no changes will be allowed in the
form. Hence investors are advised to verify the filled details before final submission.
After final submission, request will be forwarded to Invest UP. If Invest UP raises any query
in relation to the request then it has to be answered by the Investor within stipulated time.
Thereafter, Invest UP will scrutiny the request and process the same. Investor will be notified
about the status of request through SMS, Email and on their dashboard.
** Change Password
To change the password, click on User icon available on the top right corner of the login
screen, click on Change Password menu and fill following details on next step:
o Current Password
o New Password
o Retype New Password
After filling the above details, click on Change Password button. Password will be
changed thereafter.
