Investor guide
Investor Guide
A practical introduction to investor onboarding, reviewing anonymised opportunity information, considering duration and concentration, and monitoring your own records.
Before you allocate funds
Complete the access checks, then review each opportunity on its own terms.
Public marketplace pages provide limited opportunity information. Allocation takes place only through an eligible investor account, where the current opportunity terms and your own account records are available.
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1
Set up your account
Register as an investor, verify your email and contact details, and follow the onboarding route shown after sign-in.
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2
Complete verification and activation
Submit the identity, address, and bank evidence requested in the workspace. Investor KYC must be verified and the current mandatory agreements accepted before an allocation can be placed.
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3
Browse available opportunities
Use the public marketplace for a limited overview, then use the investor marketplace for the opportunity information available to your account. Private counterparty records are not shown publicly.
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4
Compare the opportunity facts
Review the funding target and progress, amount available, minimum investment, duration, scheduled payment information, Return — Total for Tenure, Risk Grade and applicable terms.
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5
Check allocation readiness
An allocation requires an active INR wallet with sufficient balance, an active opportunity with remaining capacity, an amount within the permitted range, and acknowledgement of the published risk and terms.
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6
Monitor your own records
After allocation, use the portfolio, wallet, transactions, documents, reports, and activity history in your investor account to follow the recorded lifecycle.
Decision checklist
- Confirm that the amount and duration fit your own liquidity needs.
- Consider the new allocation alongside the rest of your portfolio exposure.
- Read the opportunity terms, fees, supporting information, and Risk Disclosure.
- Base the decision on the current opportunity record, not a calculator or public summary alone.