Getting Started

Complete onboarding to unlock features progressively and reduce friction.

Step 1
Account Setup
Step 2
KYC
Step 3
Risk Profile
Step 4
Add Goal
Step 5
Choose Service
Open KYC Page Open Risk Page Open Goals Page

Screen 1 — Profile Setup

Basic details and contact information.

Account Setup
Why this matters

A guided onboarding improves conversion and makes KYC importance visually clear.

Screen 2 — KYC

PAN, mobile, address, document upload — with a step-form feel.

Verification · Pending
Step Form Visual Progress Status Badge
No upload occurs in this static demo.

Screen 3 — Risk Profiling

Card-based selector with a time horizon slider and risk meter visualization.

Compliance-first
Time Horizon
Slider is interactive; visuals are representative in CSS-only mode.
Risk Meter
Blue → Orange → Red indicates increasing risk.

Screen 4 — Goal Creation

Goal name, years, target amount, and category icons.

Planning
Education
Category
House
Category
Retirement
Category
Car
Category
Amounts are illustrative in this static demo.

Screen 5 — Service Recommendation Engine

Auto-suggest UI based on goal type and time horizon.

Recommendation
Suggested

Based on your goal, the platform recommends an appropriate service path. This is a UI representation (no backend logic).

Goal Type Recommended Service Why
Short term RA Faster trading-style decisions with clearer subscriptions.
Long term IA + MF Planning-first with SIP setup and goal-based investing.
Mixed Combo Mode Blend strategy + investing with progressive disclosure.
Help & Support