To get started, set up your Wealth account and you will be ready to start investing in Mutual Funds and Fixed Deposits. Use our Goal Planning tool to add financial goals and see your investments automatically track your goals.
Once Wealth account set up is completed, you can import your existing mutual fund portfolio and start investing or directly start investing in mutual funds or fixed deposits through the explore funds or the portfolio section of your Wealth account.
From the Dashboard, you can:
1 Add and track progress of your financial goals
2 Start SIPs or place Lumpsum (one time) orders in mutual funds in your Portfolio
3 Explore other mutual funds from Explore funds section
4 Explore and invest in Fixed Deposits