Long-term allocation users

Wealth-builder track

Focus on mutual funds, ETFs, PMS/AIF understanding, and the suitability lens behind wealth decisions.

Help long-term allocators move from noisy product selection toward category fit, suitability, and durable wealth-product understanding.

Sequence depth

3 guided steps

Track sequence

Step-by-step path

The sequence stays fully rendered in the DOM so the track remains crawlable and easy to scan.

Step 1

Compare funds beyond trailing returns

Step 2

Understand ETF, PMS, and AIF role differences

Step 3

Build allocation discipline before product selection gets more advanced

Focus areas

What this track reinforces

Use these focus areas to understand what this guided route is helping a learner build.

Category fit, benchmark context, and suitability framing instead of one-dimensional return chasing.

ETF, PMS, AIF, and SIF role clarity so wealth routes feel connected instead of siloed product pages.

Allocation discipline, risk posture, and follow-up workflows that fit long-term investors better than trader tools.

Best next routes

Track routes stay connected to the rest of the product through explicit next-step handoffs.

Mutual fund selection framework

Use the course path when the user wants a more systematic fund-evaluation flow.

/courses/mutual-fund-selection-framework

Mutual fund hub

Move into route-level research once the user understands the category and benchmark basics.

/mutual-funds

Wealth products hub

Use the broader wealth layer when ETF, PMS, AIF, and SIF fit starts to matter.

/wealth

Investor weekly newsletter

Keep long-term users in a calmer recurring digest rather than pushing them into daily market noise.

/newsletter/investor-weekly

Other learner lanes

Sibling tracks stay visible in the main flow instead of being hidden behind a separate dark shell.

Beginner investor track

Start with market basics, move into stock and fund comparison, and then graduate into portfolio-building confidence.

First-time market learners

Trader track

Move from chart reading into open interest, option-chain interpretation, scanner workflows, and replay-led learning.

Chart and derivatives users

Learning-track truth

This guided track is useful for public learning right now, but supported continuity still depends on public release

Use this learning track confidently for guided discovery, while keeping signed-in continuity, support follow-through, and premium workflow promises honest until the live paths are fully verified.

Signed-in continuity is active enough to carry guided learning into account and workspace flows.

Commercial billing remains intentionally scheduled later during private beta, so premium learning-track language should stay future-facing without implying live checkout.

Support delivery still needs hosted proof before follow-through for users coming through guided tracks should be treated as fully active.

Track context

Track snapshot

The side rail stays compact and editorial-first.

Track type

Long-term allocation users

Sequence depth

3 guided steps

Companion routes

4 linked surfaces

Route family

Learn

Operating note

Current route posture

The learning layer already gives users a concrete track-by-track reading path, while deeper media, replay, and progress persistence can come later without changing this route structure.