How it works

Sign Up

Login to the platform from a computer, or app on your phone or tablet.

View Products

Access comprehensive suite of financial products.


Complete your CKYC and assess your appropriate Risk Profile by providing the required details.

Select Moolaah Partner

Choose amongst the multiple Partners on the basis of their expertise.

Meet Moolaah Partner

Spend time with your Moolaah Partner to enable them to provide personalized services.

Build Model Portfolio

Choose amongst multiple products offered by a partner for your specific investment needs.

Select Portfolio

Make a final selection amongst all the products for your financial portfolio.


Seamlessly trade & execute transactions across financial products & asset classes.

Monitor / Rebalance

The platform enables you to monitor your invested portfolio and rebalance when required.

Ready to Invest?

Download our app and make your day easier