SIP and One-Time Investment - Upstox Help Center

SIP and One-Time Investment

How to invest in SIPs (auto-debit) by bank mandate?

In order to successfully start the SIP, it is absolutely necessary to complete the mandate approval process. Online /E-Mandate Offline/Physical Mandate ...
Mon, 17 Apr, 2023 at 9:04 AM

How do I set up an Autopay for my SIP instalments?

We have updated the app to give you a better experience. SIP instalment process:  Online /E-Mandate Offline/Physical Mandate:  Bank mandate Verificatio...
Thu, 23 Mar, 2023 at 11:30 AM

What does it mean when my Mutual Fund buy order is in "Awaiting payment confirmation" state?

With the new SEBI regulation getting in effect from 1st July 2022, the payment of mutual fund buy transactions will happen directly via users' bank acco...
Thu, 30 Jun, 2022 at 11:45 AM

How long will it take for the mutual fund units to reflect in my Demat account?

Mutual fund units reflect in demat account depending on the scheme category as  listed below: Scheme category Settlement TAT Liquid/Overnight Funds...
Tue, 28 Feb, 2023 at 4:49 PM

How to place a SIP order in mutual funds?

We have updated the app to give you a better experience If you’re using an older version of the Upstox app, read this. If you’re using the updated versio...
Thu, 23 Mar, 2023 at 11:35 AM

How much time does it take to process a bank mandate?

Offline/X-Mandate Your signed bank mandate will be verified by the Upstox team and sent to BSE, which will then forward it to your bank.  You can expe...
Mon, 12 Dec, 2022 at 11:14 AM

Can I change the SIP date or frequency?

An active SIP cannot be modified.  You will have to cancel an existing SIP and place a new order for a new SIP.  The date and duration of the SIP can onl...
Wed, 14 Dec, 2022 at 10:32 AM

How do I cancel an SIP on Upstox account?

Cancellation Steps: In order to cancel your SIP order, follow the below steps:   Step 1: Log in to the Upstox app using your 6-digit PIN or biometrics. ...
Mon, 24 Apr, 2023 at 10:32 AM

How come my SIP was not placed despite enabling the Auto-Debit feature?

Check Points: Mandate should be approved before the SIP instalment due date. Between two instalments there should be a gap of your selected frequency. ...
Mon, 12 Dec, 2022 at 11:43 AM

How do I pay my missed SIP instalment?

An SIP instalment is missed either when the balance in your bank account is insufficient at the time of deduction or your SIP is not linked to your approved...
Thu, 23 Mar, 2023 at 3:08 PM