Client Guide · SIP
Your MFD suggests. You tap four times.
How an investor starts a SIP straight from a fund their distributor has picked for them.
Steps in this video
This one is for your clients. When you send a fund suggestion, this is what the client sees and how quickly they can act on it.
1
Open New Opportunities
On the home screen of the app, tap New Opportunities.
2
Choose SIP or Lumpsum
Pick Monthly SIP or Lumpsum, then set the amount.
3
Tap Start SIP
Confirm the fund and move on to scheduling.
4
Set frequency and start date
Choose how often the instalment runs and when it begins, then tap Proceed To Pay.
5
Confirm and pay
Select the mandate, then tap Confirm and Pay. The SIP is live.
Everything happens inside your branded app. The transaction, the client and the commission stay under your ARN.