Wealth & Investments
SIP
Start SmallBuild a disciplined habit through scheduled mutual fund contributions suited to a financial goal.
Get AssistanceKey benefits
How this service can help
- Disciplined periodic investing
- Accessible starting amounts
- Rupee-cost averaging potential
- Goal-based approach
Who this is for
Investors seeking a goal-based approach matched to their horizon, liquidity needs and willingness to accept risk.
Key features
- Automated bank mandates
- Flexible frequencies where available
- Contributions may be increased or stopped subject to terms
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
- STEP 1
Choose a goal and horizon
- STEP 2
Select suitable schemes
- STEP 3
Set amount, date and frequency
- STEP 4
Register the mandate and review
Frequently asked questions
Common questions
Who should consider 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.
Request a Call Back