How do I start investing?

How do I start investing?

‚ÄčOnce you login to the application, follow the 5-step process to register yourself.  We have simplified the process as much as we could to make it intuitive and friendly.  Before you begin, make sure you have the following handy:

  • PAN Card

  • Bank account details (Account No + IFSC Code)

  • Nominee name and their Date of Birth

  • Plain paper and pen (for signature)

Follow the instructions provided by the app.  Once your signature is uploaded into our system, you will be able to begin with Net banking transactions.  

We strongly encourage and recommend all our investors to register their mandate, as it is required for SIP transactions.  Currently, the mandate registration process is a long process, and once you submit a photo of your signed mandate form, it takes about 15-20 working days for the mandate to be approved by your bank.  Once the mandate is approved, we will inform you of the same. 

For SIP, you need to submit a filled mandate document, a pre-filled copy of which shall be provided to you through the app. You only need to sign the form above your name, take a clear photo of the signed form, and upload it through the app.  Once the filled mandate is submitted online, we will initiate the process with your banks which might take 15-20 working days. Once done, we shall intimate you via an in-app notifications.  Once your mandate is approved, you can use it to invest both in SIPs and in Lumpsum investments.

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