User Flow - System
User Sign Up via G Mail & Native Sign Up Form
Investment Types
Goal Based
Savings Rule
General Investing
Savings Rule
User defines a rule to save for a fixed amount
Risk Profiling
User defines a rule to save for round up/dynamic amounts
User can tag this amount for a goal or for general investing
General Investing
System will pre-popluate Model Portfolios based on Risk Profile
User can change the Risk Profile & Model Portfolios
Transactions
Investment Account/KYC
User will be able to open a Digital Investment Account which will enable them to invest in Global ETFs
User will be able to place transactions via the Broker Account created by RuDo
The Portfolio Recommendation will be from RuDo Advisory Engine
Goal Planning
User inputs
Goal Value
Goal Period
Recommendations
Amount
Portfolio
User can define the amount they like to invest
One Time
Recurring via Savings Rule
System will suggest how much they should invest
One Time
Recurring
Once the user decides the amount, system will suggest the Portfolio to which the Investments are to be made
This is the base of the recommendation engine
Risk profile will be ascertained based on the User's Willingness & Ability to take Risks
Risk Profile Description
- Aggressive
- Moderately Aggressive
- Balanced
- Moderately Conservative
- Conservative
Funding
User defines how long should they save for
User funds the RuDo Account from their bank accounts
RuDo will be pooling & transfering the money to the Broker Account on user;s behalf