Set up a Systematic Investment Plan (SIP) once and WealthGamma generates each monthly installment for you. No re-entering the same purchase every month.
Create a SIP
Step 1: Open the form
Go to SIP Plans and click SIP in the top-right. The New SIP Plan form opens.
Active SIPs
3
Monthly Investment
₹35,000
Pending NAVs
1
| Scheme | Amount | Invested | Current | Status |
|---|---|---|---|---|
| Parag Parikh Flexi Cap | ₹15,000 · Next: 5 Aug | ₹9L | ₹10.2L | Active |
| Axis Small Cap | ₹10,000 · Next: 10 Aug | ₹6L | ₹7.8L | Active |
| Mirae ELSS Tax Saver | ₹10,000 · Next: 1 Aug | ₹3.6L | ₹4.1L | Active |
The SIP Plans page. The SIP button is top-right.
Step 2: Fill in the plan
Pick the Portfolio and the Mutual Fund Scheme, then set the SIP Amount, Frequency, SIP Date (day of month) and Start Date. Add an Annual Step-up % if you plan to raise the amount each year, and a Step-up Month for when it kicks in.
The preview shows the monthly amount and what it grows to after 5 years with step-up.
Step 3: Start it
Click Start SIP. From here the installments generate automatically on your chosen date, and the plan appears in your list.
Note: A Step-up raises your SIP amount by the percent you set each year, a common way to invest a little more as your income grows. Leave it blank to keep the amount flat.