How do I start a SIP?
Navigate to the Invest tab, select a mutual fund, choose "Start SIP", enter your monthly amount and date. Your SIP will be auto-debited from your linked bank account.
How to link my bank account?
Go to Profile > Bank Accounts > Add New. Enter your account details and verify via penny drop verification.
What is BYLD Score?
BYLD Score is a proprietary financial wellness metric that evaluates your investment discipline, diversification, and goal progress on a scale of 0-100.
How are advisory fees charged?
RIA advisory fees are charged as a flat fee or percentage of AUM, disclosed upfront. No hidden commissions.
How to redeem my investments?
Go to your portfolio, select the fund, tap "Redeem", enter the amount or units, and confirm. Proceeds are typically credited within 1-3 business days.
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