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. Invest Lumpsum

On the website:

Click on the Invest button next to the goal (or click on 3 dots beside goal and click Invest) Invest Lumpsum (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 Lumpsum. 

Step 3. Click on "Invest". 

Step 4. Select "Invest Lumpsum"

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 the lumpsum amount, and then we will show you the recommended funds.

Step 6. Review and confirm. 

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

If you wish to check by when your investment will get processed or reflect on your dashboard, you can refer to this FAQ.