Set up SIP

Looking to setup your first SIP under a goal? Look no more! Here's how you can do that:

Steps to setup SIP date on Goalwise app: 

Click on the Dashboard --> Goal in which you'd like to setup the SIP --> Invest --> Start SIP --> Fill up the amount, duration, risk level etc. --> Review and Confirm SIP.

And done! You have created your first SIP under this goal!

Please note that you would be able to setup an SIP from your dashboard up to 1 day prior to the scheduled SIP start date. For example, if the scheduled SIP start date is January 7, you can setup the SIP till midnight on January 6.

If your NACH mandate isn't approved till 4 days before the SIP date (whether we haven't received it yet, or it's still under processing with your bank), we will send you a payment link via email 3 days before the scheduled SIP date. You can login to your Goalwise account through this link and make the SIP payment via Netbanking. The payment link will be valid till 12PM (12 Noon) on the SIP date.

For example, if the scheduled SIP date is January 7, you would receive the payment link every day in the morning from January 4 till January 7. 

If let's say today is January 6, and you have selected the SIP date as January 7, then you will receive the payment link in the morning of January 7 and the link will expire at 12 noon on January 7. 

 


Did this help answer your question?

thumbs up
thumbs down

Thanks for the feedback! 🙏🏽