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New Investor Onboarding
Capture the essential details to generate a tailored investment plan and risk profile.
Investor Details
Core identity and financial profile used across planning, risk, and portfolio modules.
New Investor Profile
Provide the investor’s personal, financial, and risk preference information.
What Gets Created
Investor
Investor Record
RiskProfile
Initial Risk Profile
InvestmentGoal
Ready for Goals
Portfolio
Portfolio Eligibility
Risk Profile Bands (Reference)
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