Simple & Transparent
Our proven 6-step onboarding process makes it easy to start your investment journey. From free consultation to ongoing portfolio management, we guide you every step of the way.
We've designed a straightforward process that takes the complexity out of investing. Typically, clients complete onboarding within 5-7 days and start investing immediately.
Step 1
Your journey begins with a no-obligation, free 30-minute consultation. We get to know you, understand your financial situation, and discuss your goals.
Step 2
We conduct a comprehensive risk assessment to understand your risk tolerance, investment personality, and behavioral tendencies. This ensures your portfolio matches your comfort level.
Step 3
We help you define clear, measurable financial goals with specific timelines and target amounts. Each goal gets its own investment strategy.
Step 4
Based on your risk profile and goals, we create a customized portfolio recommendation with specific mutual fund selections, asset allocation, and SIP/lumpsum amounts.
Step 5
We assist you with KYC completion, account setup, and executing your first investments. Our team handles all paperwork and ensures a smooth onboarding experience.
Step 6
Your journey doesn't end after investing. We provide continuous monitoring, quarterly reviews, rebalancing, and ongoing support to keep you on track toward your goals.
Keep these documents ready for a smooth onboarding process
Note: If you've already completed KYC with any SEBI-registered entity, we can verify your status online—no need to submit documents again!
Every investment is linked to a specific goal, ensuring your money works toward what matters most to you.
We use quantitative analysis, not gut feelings, to select funds and construct portfolios.
AMFI-registered (ARN-344268) and SEBI-compliant, ensuring you receive ethical, professional advice.
No jargon, no hidden fees. We explain everything in simple language.
Track your portfolio, view reports, and communicate with us anytime through our digital platform.
Not a robo-advisor. You get dedicated human support for all your financial questions.
Don't wait for articles. Get personalized advice from our expert advisors today.