First-Time Onboarding
Building your Financial Ground Truth in 7 steps.
01
Personal Profile
Age, dependencies, and core life goals.
02
Income Streams
Salary, side-hustles, and active business inflows.
03
Banking Pulse
Local-only parsing of bank statements for needs audit.
04
Investment Registry
Registry for Stocks, Mutual Funds, and Gold holdings.
05
Liability Audit
Tracking active loans and existing insurance covers.
06
Tax Residency
Residential status and applicable tax exemptions.
07
Strategy Confirm
Final audit of ground truth before dashboard activation.
Ready to Start?
Privacy Standard
Bank statements are parsed entirely in your browser. Trezoriq never transmits raw financial documents to any server. Your privacy is hard-coded into our architecture.
Total Setup Time
~12 Minutes