Getting Started

We are often asked by our readers to help them chart out a path for their investment journey. While we strongly believe that each investor’s risk appetite, hopes and goals are unique, we also understand that there are a lot of choices in front of the investor and sometimes, it could get overwhelming.

Here’s the path of least resistance:

1. Go through Zerodha Varsity
   • Introduction
   • Markets and Taxation
   • Personal Finance
2. Understand the need for diversification and that there are not easy answers. No risk, no return.
   • Sequence Risk and Asset Allocation
   • Asset Allocation, an Introduction
   • Is it rational to be irrational?
   • Diversification and its Malcontents
3. The best way to get started managing your own portfolio is to just dive into it. Onboard yourself onto our broker and get started on one of our momentum strategies. Great for portfolios between Rs. 15-30 lakhs.
4. As a broker, we do not charge any additional fees for access to our strategies (over 50+, at last count.) And, you don’t have to worry about execution – we’ll take care of that.
5. For larger accounts, where portfolio sizes are more than Rs. 25 lakhs, we offer customized solutions that typically involve risk-barbells. Get in touch with us!

We will keep this page updated as we go along – check back often!