How do I finish the welcome setup?

Two screens, about a minute. Setup never asks for a PAN, an OTP or bank details — just what you're here for, and a few basics like your date of birth. Then it drops you into a quick tour.

Step 1: Tell us what brings you here

The first screen is titled What brings you here?. Pick one or more cards that match what you want to do, then click Continue.

Pick any that fit — Track my complete net worth is selected here.

Note: This screen also reassures you: No PAN. No bank linking. No OTP. Setup never asks for sensitive account details.

Step 2: Add a few basics

The second screen is titled A few basics — then we'll show you around. Fill in Your name, Date of birth (required), Planned retirement age and Gender (optional). Then click Show me around to finish and start the tour.

Only Date of birth is required — the rest you can change later in Settings.

Setup doesn't add any holdings, assets or SIPs. You add those inside the app itself — exactly, with live prices. This setup only captures who you are and what you're here for.

Tip: In a hurry? Click Skip setup in the top bar to jump straight into the app. You can move Back a step at any time before you finish.