Complete onboarding

Walk through the bank-first onboarding tour — add a bank account, see both dashboards, and meet Artha.

Last reviewed 2026-07-14

Onboarding in Invesh is a short, guided tour. It starts with a bank account, then shows the Wealth Dashboard and Artha.

Welcome points in the app:

  1. Add one bank account — Start with something nearly everyone tracks.
  2. See the complete picture — Learn both account and wealth dashboards.
  3. Meet Artha — Finish with your AI financial assistant.

Open the app as you go

Complete these steps in the Invesh app while the tour highlights each control.

Start Add Investment

Use Add Investment in the sidebar (or mobile Add).

Choose Bank Account

In Investment Explorer, open Bank Account and select Track now.

Create the bank account

Enter Account Nickname and Bank Name (account number / IFSC optional). Save.

Add the first balance snapshot

Enter Available balance. The As of date is stamped when you save (it is not editable). Save the snapshot.

Review the bank dashboard

Confirm the balance hero and the balance history table.

Add another snapshot (optional)

Use Add Snapshot when you want to refresh the balance later in the tour or after.

Open the Wealth Dashboard

Navigate to Dashboard and review the combined overview.

Open Artha

Select Artha in the nav, glance at the composer, then finish the tour (Done).

After onboarding

Related: Get started · Wealth Dashboard

PreviousGet startedSign up, sign in, and follow the bank-first path to your first Wealth Dashboard.NextAdd an investment accountCreate a bank, broker, mutual fund platform, or FD organization account for one of the four live types.