For a quick guide you can watch this video:
3. After you give us this information, you'll reach the agreement page that you can sign via OTP
4. After the OTP step you will reach the Razorpay Payment gateway, where you can finish the transaction & get access.
Now, that you have access on the same page you'll get allocations to trade for any amount. You can download the allocations in csv format and execute the trades
When we rebalance the portfolios the rebalance notifications will be emailed to you and you can come back to the portfolio page and view them.