Step 1. Sign up on Goalwise using your email address and mobile number (we don't send any promotional emails or messages).
Step 2. Fill up the Registration form with the basic details.
Step 3. Verify the email address by clicking on the link you receive on your registered email address.
Step 4. Upload the required documents. Based on your KYC status, the system will show you the required list of documents. If your KYC is not done, we'll register it for you once we have the documents from your side.
KYC is a pre-requisite for Mutual Fund investments but you don't have to wait for it to get registered to start investing. Regulations allow investments even while the KYC is in progress.
Step 5. Add goals and start investing!