ZenEquity | ESOPs made simple!

Getting Started

Hi!

Welcome to ZenEquity.

First things first, you will receive

an email like the one on your right,
asking you to set up a new
password.

Click on the link to set up your

password.

Please note that it should be 8

characters long and include both
letters and numbers.
 Logging in

Visit app.zenequity.in to log in to

your account.

You can use the email ID on which

you just received an email and the
password that you just set up.

You can also log in using your

Google account or Microsoft
account.
 Multifactor Authentication

We use 2 stages of authentication

for extra security.

After submitting your registered

email address and password, you
will receive an OTP on the same
email address.

Enter this OTP to log in.

 Home screen – My grants
When you first open the portal,
you will land on the ”My Grants”
screen, which will look like this.
 My Documents
You can use the sidebar to
navigate to the ”My Documents”
page. Here you will find:

- Organization Documents
(related to policy and FAQs)

- Plan Documents (containing

the ESOP plans of your
organization)

- Grant Letters

- Event Documents (related to

the structure of created events)

- Miscellaneous Documents
 My Profile
By clicking on your name in the
top right corner, you can navigate
to the “My Profile” page.

On this page, you can confirm

important personal information
such as your employee ID and PAN
number.

We recommend that you add your

nominee info and mailing address
as well if possible.
 Accepting a Grant
When your organization has issued
a grant in your name, it will
become visible on the “My Grants”
page.

You can view the terms of the

grant on the email you receive and
the ZenEquity portal.

Click on the “Accept” button to

accept it.
 E-signing your Grant Letter
We use SignEasy to verify your
identity when you accept a grant.

You will be redirected to a page

that looks like the one on your
right.

Please e-sign in the yellow box

provided.
 Grant Acceptance
After providing your e-signature,
click on the “Finish Signing”
button.

Your acceptance will now reflect

on the ZenEquity portal.
 Viewing Your Vesting Schedule
Once you have accepted your
grant, you can view the vesting
schedule by clicking on “More
details” found right under the tab
of that grant.

Different grants may follow

different vesting schedules.
Remember that only vested units
can be exercised.
Thank you!