Here's exactly what happens after you register — no surprises, no fine print buried three pages deep.
You complete a paperless KYC — PAN, address, bank, and FATCA details — verified against regulatory KYC registries.
A short questionnaire determines whether you're conservative, moderate, or aggressive — and which model portfolio fits.
We shortlist funds across categories (large-cap, flexi-cap, debt, hybrid, etc.) using consistent, documented selection criteria — not last year's top performer.
You register a one-time mandate (NACH) for auto-debits, then place your first SIP or lumpsum order, executed via BSE StAR MF.
Your dashboard shows live valuation, XIRR, and allocation drift. We flag when your portfolio drifts from your target allocation.
We weigh rolling 3/5/7-year returns over single-year performance, since one great year is often luck, not skill.
We look at how a fund performed during market corrections, not just how it performed during rallies.
Expense ratio matters — we favour reasonably priced funds within a category, all else being equal.
We track manager tenure and process changes, since a fund's history is only relevant if the people running it haven't changed.
Every order you place is routed through BSE StAR MF, the mutual fund order-processing platform run by BSE — the same rails used by banks, RIAs, and large distributors. We never touch or hold your money directly.
Register in a few minutes and get your first risk-profiled portfolio recommendation.
Create Your Account