GETTING STARTED

Quick Start

Once you're logged in, here's a quick tour of the portal so you know where everything lives.

Your sidebar, at a glance

  • PrimoAI — chat with your AI assistant, or upload a document to scan.
  • Overview — your dashboard, profile, and current plan.
  • My Finances — portfolio, goals, FD tracker, and rebalancer.
  • Tools — SIP, tax, NPS, and other calculators.
  • Advisory — mutual fund and stock research, sector tracking, model portfolios, market insights.
  • Watchlists — funds and stocks you're keeping an eye on.
  • Documents — everything you've uploaded or that's been shared with you.

Your first three steps

1 Import your existing investments

If you already invest elsewhere, get your CAS or NSDL/CDSL statement and upload it — PrimoAI will read it and pre-fill your portfolio automatically.

2 Set a financial goal

Head to Goals and define what you're investing for — retirement, a home, your child's education — so your portfolio has a target to track against.

3 Ask PrimoAI a question

Try something like "How is my portfolio doing?" or "Am I on track for retirement?" — PrimoAI already has your context once your portfolio is imported.

From there, explore the calculators and advisory sections whenever a specific question comes up — you don't need to use everything on day one.