SIP & STP Facilitation
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals. Systematic Transfer Plans (STP) and Systematic Withdrawal Plans (SWP) move or withdraw money in a disciplined way. We help you set these up correctly and keep them running without hassle.
- SIP registration with auto-debit mandate
- Step-up (top-up) SIP facility where offered
- STP setup between schemes of the same AMC
- SWP setup for regular cash flow needs
- Pause, modify or cancel requests handled
- Reminders for mandate and KYC updates
Our process
Understand your needs
We learn about your requirements and your risk comfort.
Share product information
We provide details and documents from the product provider.
Complete the paperwork
KYC, forms and mandates are handled with care.
Continuous service
Statements, changes and requests are supported throughout.
Other Services
Mutual Fund Investments
Access schemes across equity, debt and hybrid categories from leading AMCs, with smooth onboarding and paperwork support.
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Tax-Saving ELSS Investments
Understand Equity Linked Savings Schemes, their lock-in and features, and invest through a simple, guided process.
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LIC & Health Insurance
LIC life insurance policies and health insurance covers from reputed insurers, with help at purchase and claim stage.
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Ready to start your investment journey?
Speak with our team for product information, onboarding help and service support.