FAQ
Expand sections for answers. The design uses native, accessible disclosure components.
Why do I need KYC first?
KYC is prioritized to build trust and meet compliance requirements before enabling investing flows.
What is the difference between RA, IA, and MF?
RA focuses on trading calls, IA covers financial planning and strategy, and MF is goal-aligned investing execution.
How do invest requests work?
Invest requests represent an approval workflow: you choose a basket/fund and amount, then the advisor platform processes it.
How do I check if my portfolio matches my risk profile?
Use the Portfolio Review flow: upload holdings, check allocation, then run the risk-match check and view suggestions.