Expert Help and Support at 
Equirus Wealth

Starting a Systematic Investment Plan (SIP) is quick and easy. Follow these steps to set up your SIP investment:

Step 1: Select Your Mutual Fund

• Choose the mutual fund you want to invest in.
• Click on “Invest Now” to open the investment drawer.

Step 2: Enter SIP Details

• Enter the SIP amount you want to invest.
• Select the SIP date (the date when your investment will be deducted every month).
• Tap on “More Options” if you want to:
• Change the duration of your investment.
• Choose “First Instalment Today” if you want to start investing immediately.

Step 3: Proceed with Payment

• After entering the details, click “Pay Now” to proceed or “Add to Cart” to complete payment later.
• On clicking “Pay Now”, you will be prompted to set up AutoPay for future SIP transactions.

👉 Learn how to set up AutoPay if you haven’t done it yet.

Step 4: Choose Your Payment Mode

After selecting AutoPay, complete the setup by choosing one of the available payment methods:

• NEFT/RTGS

• UPI

• Internet Banking

• Mandate

👉 Learn more about available payment modes

✅ That’s it! Your SIP is now set up. You will receive a confirmation once your SIP is activated.