Mar 22, 2025

7 Quick Steps to start an SIP

Kuhu Verma

Define Investment Goal

Pinpointing your financial goals will help you choose the right mutual fund scheme that best serves your purpose.

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Complete KYC Compliance

As per SEBI, you must complete your KYC before investing in any scheme.

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Choose the Right Scheme

Research and select mutual fund schemes that align with your risk tolerance and investment horizon.

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Decide Amount & Frequency

Determine a comfortable investment amount and choose the frequency that fits your financial plan.

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Auto-Debit Instructions

An auto-debit provision allows timely payment in the mutual fund scheme and disciplined investing.

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Monitor SIP Investments

Track the SIP performance to meet goals and make adjustments to achieve your financial goals.

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Digitally Manage SIP

Leverage online platforms and mobile applications provided by banks and financial institutions.

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