🎯 Expected Outcome
Invest your first 10000 in mutual funds
Build a 10L portfolio in 3 years
Save 15000+ in taxes via ELSS
Understand SIP index funds and rebalancing
💡 What You Will Gain
📈
Investment Basics
🐷
Tax Saving
🎯
₹10L Goal
🧮
Portfolio Tracking
📋 Prerequisites
Bank account PAN card 1000 per month minimum Basic math skills
View Insights for This Step
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Tasks (3)
3 tasks total
1
Open Demat Account
1 week · 2 sub-tasks
Compare Zerodha vs Groww. Open account and complete KYC.
Sub-tasks
Compare Zerodha vs Groww features
Complete KYC and link bank account
2
Start Your First SIP
1 week
Choose 2-3 index funds. Set up monthly SIP.
3
Emergency Fund + Tax Saving
2 weeks
Park 6 months expenses. Start ELSS for 80C.
📅 Daily Plan View
1 week
Task 1
Open Demat Account
Compare Zerodha vs Groww features 1 hour
Complete KYC and link bank account 30 min
1 week
Task 2
Start Your First SIP
2 weeks
Task 3
Emergency Fund + Tax Saving
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