Our Process

Step 1: Schedule a 30-minute online discovery session.

Let us understand your expectations and how we can deliver them. Drop us an email at rachna@growyournest.com or fill out the online form on our homepage.

Step 2: You share information and we assess your risk profile.

Once you come on board, you will be sharing information in a prescribed format. We would like you to fill out a risk questionnaire to understand your risk appetite.

Step 3: Assessment and recommendations

Your existing investments and risk profile will enable us to recommend a list of investment products and insurance schemes best suited for your stated needs or goals

Step 4: Execution and implementation

We execute investment transactions right from know-your-customer (KYC) compliance, purchase, redemption, switch of mutual fund units, setting up of systematic investment plans (SIPs) or systematic withdrawal plans (SWP).

Step 5: Periodic monitoring and review

We will track the performance of your mutual fund investments and provide regular reports and updates on your fund portfolio. A change in your goals or market conditions, a review and suggestion of alternate options will be carried out.