SIP and One-Time Investment

Note: We have discontinued the 'Regular' plan and only the 'Direct' plan is now available for investing. To place a Mutual Funds order, fol...

To make payments towards your SIP when they are due/overdue, please follow these steps. Step 1: Log in to the Upstox app using your 6-digit Pin or Biome...

Here are the various statuses of SIP: -  Active SIP - The status of SIP becomes ‘Active’ when the SIP is registered with the AMC on the T+1 day. Once i...

In the Upstox app, you can view the status of your SIP and Lump sum order by following these steps -  Step 1: Log in to Upstox app > Account > Upstox...

Generally, the NFO window is open for a maximum of T+21 days. When you place the NFO order on ‘T’ day it will be in ‘Open’ status which means order is pla...

Here are the steps to link your existing SIPs to a new bank account mandate: 1. Open the Upstox app and navigate to the ‘My Account’ section 2. Click on...

Here are the steps to create a new mandate for an existing SIP from the Upstox app: 1. Open the Upstox app and navigate to the ‘My Account’ section 2....

If your Mutual Fund SIPs are via PPB and you already have a Secondary bank account on Upstox: We will migrate your existing SIP to that mandate If you do...

Once your purchase order has been successfully placed, it cannot be cancelled or edited. The purchased units will be allocated to your account within four w...