Open your account and verify
Sign up by email in the app and complete identity verification (KYC) through our verification partner. Companies complete business verification (KYB).
How it works
Getting started is fully digital and takes minutes of your time. Managing it well — that's our job, every day after.
The four steps
Sign up by email in the app and complete identity verification (KYC) through our verification partner. Companies complete business verification (KYB).
A short, regulated suitability questionnaire assesses your knowledge, goals, time horizon, and tolerance for risk — and places you on a 1–7 scale. This is the regulatory foundation that ensures what we do actually fits you.
Pick what fits: Portfolio Management (Smart Beta or Alpha), an INR, or Company Cash. Review the terms and costs, and sign your agreement in-app with a digital signature.
Fund your account by bank transfer. We invest and rebalance with discipline, keep the portfolio aligned to your profile, and handle tax-relevant reporting. You follow everything in the app, with clear periodic reports — and your advisor is one tap away.
Capital at risk. Investing involves risk: the value of investments can go down as well as up, and you may get back less than you invested. Past performance and any simulated/back-tested performance are not reliable indicators of future results. Tax treatment depends on individual circumstances and current law, both of which can change. This website is a marketing communication. It is not investment advice, a personal recommendation, or an offer to enter into any contract. Detailed pre-contractual information is provided before any agreement is concluded.