How to place a Stock SIP?
To place a Stock SIP, follow these steps:
Open Stock SIP: On the User screen, click
on "Stock SIP".
Select or Search for Stock: View the available stocks for SIP investment on the Stock SIP screen. You can either select a stock from the list or use the search function to find a specific stock, such as SBIN.
Analyse Estimated Returns (Optional): If desired, use the Stock SIP calculator to estimate returns based on the stock’s past performance.
Set SIP Details:
- Enter the SIP amount.
- Choose the investment frequency (monthly, weekly, daily).
- Enter the duration for the SIP.
Select SIP Date: Choose the date you want the SIP to be executed.
Start SIP: Click on the "Start SIP" option.
Confirm Order: Review your order details on the Confirmation Screen. If everything is correct, click on "Place Order" to execute the order.
Order Details: View your placed order's details on the final screen.
Review in Request Book:
- Go to the Request Book screen.
- Select the stock for which you want to review the details.
- The details will be displayed at the bottom of the screen.
Following these steps will help you successfully set up and manage your Stock SIP.
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