Starting your investment journey is a streamlined, digital-first process. Follow these five essential steps to begin.
Submit your PAN, Aadhaar, and bank details. Digital KYC can be completed instantly via OTP verification.
Decide if you are saving for a short-term vacation (1-2 years) or a long-term goal like retirement (10+ years).
Pick SIP for disciplined monthly investing or Lumpsum for one-time surplus deployment.
Evaluate funds based on their expense ratio and long-term consistency rather than just recent returns.
Review your portfolio every 6-12 months with your advisor to ensure you stay on track.