Converting your SIP to automatic
HDFC securities avatar
Written by HDFC securities
Updated over a week ago

With automatic SIPs, never miss any instalment and stay on track with your financial goals.

Switching to Auto-SIP takes less than a minute. From the Investments page, navigate to the smallcase and -

  • Click on Edit SIP on the right hand side of the page:

  • When you click on edit SIP you will see a pop-up window with a toggle option to change the SIP mode to auto as shown below:
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  • Review your SIP order: You can review the SIP order that will be executed on next SIP due date:

  • Edit Auto-SIP: You can also edit your frequency, start date and minimum investment once mode is updated:

πŸ’‘ Good to know: The minimum SIP amount is as per the least amount required to invest in shares as per the original weights.
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