You can follow these simple steps:


On the app:


Home page Mutual Funds (either from the center of the screen or from the bottom tab) → Click on the goal in which you want to set up the SIP → Invest. Start SIP

On the website:

Click on the Invest button next to the goal (or click on 3 dots beside goal and click Invest) Start SIP (Youtube link for reference)

You can also refer to these screenshots to guide you:

Step 1. Click on the Mutual Funds section.

    Step 2. Click on the goal in which you wish to invest through SIP. 

Step 3. Click on "Invest". 

Step 4. Click on "Start SIP"

Note: As per the recent guidelines from SEBI, we are required to take your risk profile assessment and an e-sign before providing any kind of advisory (show our recommended funds, asset allocation, etc). This is a one-time process, and if you haven't done this yet, you will be prompted to do so before seeing our recommendations.

You will see a screen like this:

If you have already taken the risk profile assessment, then you will only be prompted to provide the e-sign

Step 5. Enter SIP Details (Amount, Date, Duration) and then we will show you the recommended funds. 

Step 6. Review and confirm. 

Please note that you will be able to set up a 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 set up the SIP till midnight on January 6.

If you wish to invest in the funds of your choice, refer to this FAQ

To know which goal to choose from and how to add it to your dashboard, refer to this FAQ