Systematic Investment Plan (SIP) Mutual Fund

We offer one of the widest arrays of fund families for SIP in the industry, and we help you choose the right fund or basket of funds to meet your unique goals. We work closely with you to develop a mutual fund portfolio that’s suitable for your specific situation or for wealth creation.

We all have various dreams that we want to realize – owning a Car, a House or going on a Vacation. Besides these, we also need to plan for Children’s Education, their Marriage and our Retirement.

Achieving these dreams may seem like climbing Mt Everest, but it’s possible if you prepare for it – Step by Step.

A Systematic Investment Plan or SIP is a smart and hassle free mode for investing money in mutual funds. Systematic Investment Plan (SIP) is an investment vehicle offered by mutual funds to investors, allowing them to invest using small periodically amounts instead of lump sums. The frequency of investment is usually weekly, monthly or quarterly.

It’s just like recurring deposits with post office or bank where you put small amount every month, except the amount is invested in mutual funds.

 How does systematic investing work?

Once you identify your financial goals and the amount required to achieve your financial goals, all you have to do is decide monthly or quarterly amount you want to invest.

Most investors want to buy stocks when the prices are low and sell them when prices are high. But timing the market is time consuming and risky. A more successful investment strategy is to adopt the method called Rupee Cost Averaging. Systematic investing can help put the power of compounding on your side. Here we’ll describe how you can pursue this strategy by setting up a Systematic Investment Plan.

 Benefit 1: Become a Disciplined Investor

  1. Being disciplined – It’s the key to investing success.
  2. With the Systematic Investment Plan you commit an amount of your choice (minimum of Rs. 1000) to be invested every month in one of mutual fund.
  3. Think of each SIP payment as laying a brick. One by one, you’ll see them transform into a building.
  4. You’ll see your investments accrue month after month.
  5. It’s the perfect solution for irregular investors.

Benefit 2: Reach Your Financial Goal

  1. Mutual Fund SIP is a perfect tool for people who have a specific, future financial requirement such as funds for Child’s Education, Child Marriage, Pension Plan etc.
  2. By investing an amount of your choice every month.
  3. The table below illustrates how a little every month can go a long way.

Benefit 3: Take Advantage of Rupee Cost Averaging

  • Most investors want to buy stocks when the prices are low and sell them when prices are high.
  • But timing the market is time consuming and risky.
  • You end up buying more units when the price is low and fewer units when the price is high.
  • A more successful investment strategy is to adopt the method called Rupee Cost Averaging.
Months SIP Amount Price/ NAV Units Bought Total Units Total Cost of Units Average Price Average Cost of Units
1 10,000 10  1,000            1,000.00 10,000    10.00    10.00
2 10,000 12 833            1,833.33    20,000    11.00    10.91
3 10,000 13  769            2,602.56    30,000    11.67    11.53
4 10,000 14  714            3,316.85    40,000    12.25    12.06
5 10,000 13  769            4,086.08    50,000    12.40    12.24
6 10,000 11 909            4,995.17    60,000    12.17    12.01
7 10,000 10   1,000            5,995.17    70,000    11.86    11.68
8 10,000 8   1,250            7,245.17    80,000    11.38    11.04
9 10,000 7   1,429            8,673.74    90,000    10.89    10.38
10 10,000 6   1,667          10,340.41 100,000    10.40      9.67
11 10,000 7    1,429          11,768.98 110,000    10.09      9.35
12 10,000 8  1,250          13,018.98 120,000      9.92      9.22
13 10,000 9  1,111          14,130.09 130,000      9.85      9.20
14 10,000 10   1,000          15,130.09 140,000      9.86      9.25
Current Value = Last Price X Total Units  151,300.92  
Returns 13.77%

Above Example is for illustration purpose only.

Other Benefits and facts of SIP

  • It helps to inculcate financial discipline investor.
  • Helps you put investments on your priority list.
  • Helps in compounding your wealth.
  • Start Early + Invest Regularly = Create Wealth and Reach Your Financial Goal
  • We always see crowd near fast food centre and find few near fruit stall.
  • We normally assume that FII’s controls our equity market, but the fact is that, FII’s are dependent on our equity market.
  • No one can time market hence SIP in mutual funds is the best and safest way to create wealth.
  • Starting SIP in Mutual Funds is like joining gym, many joins gym seeing others joining it but very few remain regular to it and who remain regular gets desired results.
  • We invest long time for our education and for our career but we are not ready to invest time and money for the investments.
  • SIP can be done in Equity Funds Debt Funds, Balance Funds, ELSS Funds, etc.

We focus on 5 measurable potential benefits to our consumers:

  • (a)    Assistance selecting Mutual funds that are harder to find or harder to evaluate;
  • (b)   Access to Mutual Funds with lower expenses ratio or costs;
  • (c)    Access to funds with better consistent performance;
  • (d)   Mutual Fund with asset allocation and portfolio Rebalancing
  • (e)   Attenuation of behavioural investor biases.

Contact Sanriya IAPL on 9822403407 / 9371011297

We are provides Systematic Investment Plan (SIP) services to below mentioned Mutual funds companies:

  • Axis Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Baroda Pioneer Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Birla Sun Life Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • BNP Paribas Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • BOI AXA Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Canara Robeco Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • DSP BlackRock Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Edelweiss Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Escorts Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Franklin Templeton Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • HDFC Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • HSBC Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • ICICI Prudential Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • IDBI Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • IDFC Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Indiabulls Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • JM Financial Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • JP Morgan Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Kotak Mahindra Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • L&T Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • LIC Nomura Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Mirae Asset Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Motilal Oswal Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Peerless Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • PPFAS Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Pramerica Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Principal Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Quantum Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Reliance Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Religare Invesco Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Sahara Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • SBI Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Shriram Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Sundaram Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Tata Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Taurus Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • Union KBC Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents
  • UTI Mutual Fund Systematic Investment Plan (SIP) Advisors-Brokers-Distributors-Agents.

Systematic Investment Plan (SIP) Mutual Fund Advisors Brokers Distributors Agents Consultants Advisory Service in Pune.

Mutual funds are sold to investors through entities variously known as Brokers / distributors / agents (referred to as ‘distributors’ hereafter). These distributors perform two functions. They act as agents of the Asset Management Companies (AMCs) in helping them sell their schemes. They also act as advisors to investors in helping the investors choose a scheme suited to their needs. 

  • Who is Mutual Fund Agent: A Mutual Fund agent is a person who obtains a valid certificate through the exams conducted by the National Institute of Securities Markets (NISM). 
  • Who is Mutual Fund Advisors? An investment adviser is an individual or a firm that is in the business of giving advice about Mutual Funds to clients. 
  • Difference between Agent and Advisor: are not one and the same, they are different in their profession. Agent will work for the commission they will earn from the AMC. The advisor will work for the fees they earn from the investor. Advisor should thing about the profit that their client will earn for each financial year. 
  • What is an investment adviser? An investment adviser is an individual or a firm that is in the business of giving advice about Mutual Funds to clients. 
  • What is the difference between an investment adviser and a financial planner? Most financial planners are investment advisers, but not all investment advisers are financial planners. Some financial planners assess every aspect of your financial life—including saving, investments, insurance, taxes, retirement, and estate planning—and help you develop a detailed strategy or financial plan for meeting all your financial goals like
        • Tax Planning
        • Estate Planning
        • Retirement Planning
        • Investment Planning
        • Insurance – Risk Planning
        • Buying Real Estate ( Home /Plot etc.)
        • Rebalancing & Asset Allocation of Investments
        • Child Education Funding Planning
        • Childs Marriage Funding – Planning
        • Health – Mediclaim Insurance

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