SIP Investment Policy
A Systematic Investment Plan (SIP) allows investors to invest in a disciplined manner. Shreni Shares Limited provides an easy-to-use platform through its Mobile / Solo / Browser Application to invest in stocks via SIP.
- Access the Platform
- Login in mobile / browser / solo application to begin the SIP process.
- Select Stock & SIP Option
- Choose the stock you want to invest in. Tap on ‘Buy’ and select the SIP option.
- Choose SIP Type
- Select either:
- Amount-based SIP
- Quantity-based SIP
- Select either:
- Define Frequency
- Choose from the following intervals:
- Daily
- Weakly
- Every 15 days
- Monthly
- Quarterly
- Choose from the following intervals:
- Specify Installments
- Set the number of installments you want for your SIP plan.
- Set Price Conditions
- Define the price condition under which your SIP should be executed:
- Market Price
- Below a Specified Price
- Above a Specified Price
You may also set a Cap Price to limit the maximum purchase price.
- Define the price condition under which your SIP should be executed:
- Review & Confirm
- Review all entered SIP details carefully and confirm to place your order.
- Ensure margin availability for your SIP. Pledging of holdings may be required.
- In the absence of a pledge, make sure to transfer sufficient funds from your registered bank account before the SIP transaction.
- SIP execution is subject to successful fund transfer or margin availability.
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