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It depends on the product. Mutual fund SIPs start from ₹500 per month. Direct unlisted share allocations typically start at ₹50,000–₹2 lakh. AIF investments have a SEBI-mandated minimum of ₹1 crore. Your advisor will recommend the right fit based on your goals and portfolio size.

All securities are held in your own demat account, Safal Capital never takes custody of client securities. Cash settlements move through SEBI-regulated channels. We are SEBI registered, and every transaction is documented and auditable.

For most investments: PAN card, Aadhaar, a recent bank statement, and a cancelled cheque. For AIF allocations, we additionally require a sophisticated-investor declaration and source-of-funds documentation. The full digital onboarding process takes approximately 15 minutes.

You receive monthly portfolio statements and quarterly performance reports. For active unlisted positions, our advisors share interim updates whenever there is material news, IPO filings, funding rounds, or exit opportunities. You can also reach your advisor directly at any time.

None. Every fee is disclosed in writing before you confirm any allocation, brokerage, advisory fees, and AIF expense ratios. For mutual funds, we offer only direct plans, which means zero distribution commission to us and a lower expense ratio for you.