You've learned about mutual funds, SIPs, and the importance of starting early. Now it's time to take action. Here's your complete roadmap to begin your investment journey with Gainvest.
Step 1: Complete Your Financial Health Check
Take Our Client Assessment
Our comprehensive questionnaire helps us understand your financial landscape, goals, and risk tolerance. It covers:
- ✓ Your life goals (retirement, education, home, etc.)
- ✓ Current financial health (existing investments, loans, emergency fund)
- ✓ Investment preferences and time horizon
- ✓ Risk profile and psychology
- ✓ Experience and expectations
Step 2: Book Your Free Consultation
Based on your assessment, our advisors will:
Review Your Profile
Analyze your current situation and identify gaps
Create Roadmap
Design goal-based investment strategy
Recommend Funds
Suggest specific mutual funds tailored to you
Why Gainvest?
Partnered with Prudent Corporate Advisory Services Ltd., Ahmedabad
Step 3: Complete Your KYC (Know Your Customer)
To invest in mutual funds in India, you need to complete a one-time KYC process:
Documents Required
- • PAN Card (mandatory)
- • Aadhaar Card (for e-KYC)
- • Bank Account Details (canceled cheque/bank statement)
- • Passport-size photograph
Process
We'll help you complete e-KYC online in 10 minutes using Aadhaar OTP verification. No paperwork needed!
One-Time Activity
Once KYC is done, it's valid across all mutual fund houses. You never need to repeat this.
Step 4: Start Your First SIP
Based on our recommendation, you'll start your SIP investments:
Typical Beginner Portfolio
*Allocation varies based on your risk profile and goals
Step 5: Set Up Auto-Debit & Relax
Once your SIPs are set up:
- check_circle Auto-debit Mandate: We'll set up automatic monthly deductions from your bank on your chosen date (1st, 5th, 10th, etc.)
- check_circle Unit Allocation: Units will be credited to your account automatically each month
- check_circle SMS/Email Alerts: You'll receive confirmations for every transaction
- check_circle Online Dashboard: Track your portfolio anytime on our platform or mobile app
Ongoing Support from Gainvest
Portfolio Review
Quarterly reviews to ensure your portfolio stays aligned with your goals. We'll recommend rebalancing if needed.
Dedicated Support
Need help? Call, WhatsApp, or email us anytime. We're here to guide you through every step.
Educational Content
Regular market updates, investment tips, and webinars to keep you informed and confident.
Tax Support
Capital gains statements and tax-saving recommendations to optimize your tax liability.
Quick Start Checklist
tips_and_updates Important Reminders
- • Start Small: Even ₹500/month is a great start. You can increase later.
- • Be Patient: Wealth building takes time. Don't panic during market dips.
- • Stay Disciplined: Don't stop SIPs during market volatility—that's when you buy more units!
- • Review Annually: Not monthly! Checking portfolio daily creates anxiety.
Ready to Start Your Wealth Journey?
Join thousands of families who trust Gainvest for their financial future
📞 Call: 7200 60 6787 | 📍 Karumathampatty, Coimbatore