As per the recent guidelines from SEBI, we (and all other investment advisory platforms) are now only allowed to provide any advisory (such as recommended funds, recommended asset allocation, etc), if these two conditions are met:
1. You have completed the risk profile assessment - we need to know about your risk profile before making any recommendations
2. Sign an advisory services agreement - You can provide us an e-sign (enter Aadhaar number, and authenticate using OTP - this acts as an e-sign). This is considered your official approval to us, to show you our recommendations
Both of these are just one-time processes and take very little time to complete. In case you have not completed these, then you will be prompted to do so whenever you try to view or invest in our recommended funds
This is how it will look:
In case, you have already completed the risk profile assessment, then you will only be asked for the e-sign (and vice versa).
Note: You will not be asked to do these if you are looking to invest in the funds of your own choice