Mandatory Steps from You

You must complete the below items before starting -

[ ] Create demat accounts and keep them ready.
[ ] Read through all documentation and raise doubts if any. If you don’t raise one, it will be assumed that you have thoroughly understood everything and perfectly align with all the mentioned points.

If you haven’t yet, start from here.
[ ] Create an e-Mandate to automate your monthly investing by clicking here .
[ ] Complete the POA formality with your broker. Click here to find out how to do it.
[ ] Create an autoforwarder for specific emails. How to do it is described here.
[ ] Set up a call with us to understand how to use your tracker sheet and dashboard [book a call from here].
[ ] Recharge with an amount which gives you at least 3 months of validity, to start your subscription.

[Why 3 months - It serves as a sign of commitment and shows your seriousness to start something which is big enough to presumably turn the direction of your life.]

Note that this amount is non-refundable in case you decide to back out shortly after joining.

Tasks at Our End

[ ] We will create your tracker sheet and share it with you. All payins will be pasted in it to figure out pre, post and health. You should bookmark the link to this sheet in your browser.
[ ] We will also share your personal financial health dashboard [one like this]. This dashboard will be updated every month.
[ ] You will get the initial portfolio snapshot, in case you are not building it from scratch. This also serves the purpose of setting a benchmark.
[ ] You will be added in both Whatsapp Communities - Free and Premium.

That’s it! You can sit back and relax.

From now on, just focus on -