Set your investment goal
Decide your risk tolerance
Choose between direct and regular mutual funds
Select the fund category you want
Compare fund performance, expense ratio, and exit load
Check the fund manager’s track record
Complete your KYC verification
Open an investment account with a mutual fund platform, AMC, bank, or broker
Link your bank account
Choose lump sum or SIP investment
Enter the fund name, amount, and payment details
Review all details before confirming
Make the payment and complete the purchase
Save the transaction confirmation and folio details
Track your investment regularly