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What are the steps to create a Stock SIP?
To create a Stock SIP, follow these steps:
- Go to the Stock / ETF page: Search and select the stock, ETF, or you want to invest in
- Tap SIP
- Enter the SIP Amount
- Enter the amount you want to invest periodically
- You will see the approximate quantity that will be bought based on the current market price
- Review the quantity calculation and applicable charges
- Select SIP Frequency
Choose how often you want to invest:- Weekly (select a weekday)
- Monthly (select a date between 1–28)
Note: If your selected date falls on a holiday, execution will move to the next trading day.
- Set Up AutoPay Mandate
- Choose your UPI app or bank
- Approve the AutoPay mandate
- The first installment will be debited as part of mandate setup
Once the mandate is successful, the first order is placed immediately. You can track it under Portfolio > Orders > SIPs > Stocks.
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