You can get started with our services by filling out our Know-Your-Risk (KYR) form, it's completely FREE!: https://forms.gle/rQpokRvj7ZNtYDKs5
Here are the steps we follow to get you onboard as per regulations:
- Once you complete the above KYR form, we will get back to you with your KYR Report and also inform you about whether we have services matching your requirements/risk-profile. (You can let us know whether the risk report sounds good to you or speak with our advisory team to optimize it further)
- You can then give us your KYC details to verify as per SEBI requirements and learn about the terms and conditions of our services
- Upon agreeing to the terms, we will generate an invoice for the fees which you can pay
- Upon payment, our advisory team will send you the advice as per your requirement and you can use that advice to make investments (buy securities) through your own existing broking accounts with your bank or other brokers like Zerodha, Groww, Upstox, etc. So you will be in charge of your money and your investments at all times
- We will be there to help you in case you have any queries during this process as well as post making your investments, subject to the terms and conditions
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We will be there for you in your investing journey throughout your life!