How to Automate Your SIP and Mutual Fund Portfolio

Simran

Automate SIPs via UPI Autopay or e-mandate on apps like Groww, Zerodha Coin, or Paytm Money for easy investing.

Create a mandate in the app, link bank, set limit, and approve with UPI PIN for auto deductions.

Select fund, tap Start SIP, choose frequency, date, and amount for automatic monthly investment.

Use step-up SIP or STP to increase investments yearly and balance equity-debt allocation smartly.

Review portfolio every 3–6 months and keep sufficient balance to avoid auto-debit failure charges.

Read More Stories