Services
SIP Investment
A Systematic Investment Plan (SIP) invests a fixed amount in a mutual fund scheme at regular intervals. It builds a saving habit and spreads your purchases across market ups and downs.
How a SIP works
- You choose a scheme, an amount and a date.
- The amount is debited from your bank account on that date through a mandate.
- Units are allotted at that day's NAV, so you buy more units when prices are low and fewer when they are high.
Good to know
- Minimum SIP amounts and available frequencies depend on the scheme.
- You can usually pause or stop a SIP, subject to the scheme's terms.
- A SIP does not guarantee profit or protect against loss.
Use our SIP calculator to see an illustration, and the step-up SIP calculator if you plan to raise your amount each year.
Questions
What is the minimum SIP amount?
It depends on the scheme. We will tell you the minimum for any scheme you are considering.
Can I stop a SIP?
Generally yes, subject to the scheme terms. Tell us and we will help you with the request.
Other services
Mutual Fund DistributionInvest in mutual fund schemes across fund houses with KYC support and clear reporting.
Financial PlanningPlan your financial future goal by goal, with a clear amount, timeline and investment approach for each.
Portfolio ReviewCheck how your existing mutual fund holdings line up with your goals, and adjust when your circumstances change.
Risk ProfilingUnderstand how much risk you can take and how much you are comfortable taking, before you choose where to invest.
Ready to talk about your goals?
Book a consultation with our team. We will listen first and explain every option before you invest.