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Wealth & Investments

Daily SIP

Daily Investing

Invest smaller amounts at a daily frequency in mutual fund schemes that support it.

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Key benefits

How this service can help

  • Small frequent contributions
  • Automated discipline
  • Reduced reliance on one purchase date
  • Goal-linked accumulation

Who this is for

Investors seeking a goal-based approach matched to their horizon, liquidity needs and willingness to accept risk.

Key features

  • Availability varies by scheme
  • Transaction holidays may affect execution
  • Higher frequency does not guarantee better returns

Eligibility / requirements

What is generally required

  • Valid PAN and completed KYC
  • Active bank account
  • Goal, horizon and risk-profile discussion

Documents

Keep these details ready

  • PAN and identity/address proof
  • Cancelled cheque or bank proof
  • KYC and FATCA declarations, as applicable

How it works

A clear, guided process

  1. STEP 1

    Set goal and contribution capacity

  2. STEP 2

    Confirm scheme availability

  3. STEP 3

    Register mandate

  4. STEP 4

    Review progress periodically

Frequently asked questions

Common questions

Who should consider Daily SIP?

Suitability depends on your goal, time horizon, liquidity needs and risk profile. Review these factors before investing.

Are returns guaranteed?

No. Market-linked returns fluctuate and are not guaranteed.

Can I change or stop the plan?

Transaction, lock-in, exit-load and tax rules vary. Check the selected scheme terms before making changes.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Ready to take the next step?

Tell us what you need and our team will contact you with relevant guidance.

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Need help?Ask Luna