How the process works
Financial goals (e.g., house, education, retirement, vacation planning etc.)
Income, savings, and borrowings
Risk comfort and time horizon
Education Fund
Home Down Payment
Retirement Corpus
Insurance Protection
Emergency Fund (Contigency fund)
Tax Planning, etc.
Mutual Funds (SIP/Lump Sum)
Life and Health Insurance
Capital Gain Bonds
Retirement Plans
Portfolio Management Services (for HNIs)
Loans Against Mutual Funds (for liquidity)
KYC and documentation
Online investment sites
Insurance onboarding
SEBI, IRDAI, and AMFI regulation compliance