Registration
Few important details are required before you start investing :
- Your Name, DOB , PAN number (for checking your MF KYC status), and likes.
- Preferred mode and time of contact.
Financial Planning
We will get in touch with you to:
- Understand your finacial requirements.
- Do a detailed Risk Profiling.
- Lay out a Financial Plan for you.
Model Portfolio
We will prepare a model portfolio for you based on your goals:
- Which financial instrument should you invest into.
- How to divesify your investment to mitigate risk
- How to cover your health and life.
- How to cover your family's health and life.
- How long to stay invested to meet your goals.
Login to Invest
Investing in mutual funds is very easy:
- Login to you account with your email and password
- Choose the type of transaction: Buy, Redeem, Switch
- Choose the fund and scheme from your model portfolio
- Key in the amount to be invested
- Select the bank and account.
- Submit and relax.
Monitor
We will monitor your investment regularly:
- We monitor events around the globe, which impact investments.
- We understand Macro and Micro of economy.
- We regularly Interacts with Market Voices which matter for inputs.
- With online portfolio, you can also monitor the status of your investment anytime.
Review
We review your investment periodically and suggest corrective measures if needed:
- We will contact you to discuss review plan with you.
- We will provide you inputs on markets for you to take informed decision.
- This allows you reallocate resources and take course correction if Required.
- We will take your Inputs for changed requirements on a periodic basis i.e every 6 months.
