Two options: Via RA (research) or Via IA (goal-based basket) + Invest Request.
Curated funds from research notes.
| Fund | Category | View | Status |
|---|---|---|---|
| Demo Index Fund | Index | Core long-term holding | Recommended |
| Demo Liquid Fund | Debt | Parking & emergency bucket | Recommended |
Goal-based basket examples.
| Goal | Basket (Example) | SIP |
|---|---|---|
| Wealth Creation | Index + Flexi + Debt (as per risk) | ₹ 8,000 / month |
| Emergency Fund | Liquid / Ultra-short | ₹ 2,000 / month |
Add a fund request (UI-only).
| Fund | Mode | Amount | Status | Action |
|---|---|---|---|---|
| Demo Index Fund | SIP | ₹ 5,000 | Pending |