How to start a Mutual Fund SIP? How to place a SIP order in Mutual Fund?

Login to the Neo App / Web, and the remainder of the process is the same; however, one must navigate to the Mutual Fund Platform via the Neo App, and then follow the same approach as mentioned before. You should complete mandate before placing any SIP orders.

Use our SIP Calculator to calculate the MF returns. The steps are mentioned below -

1. Login to Mutual Fund using NEO App
2. Enter registered number and password

3. Enter OTP sent to registered number

4. After logging in, click on Invest from the bottom bar

5. Under Other Investments, select Mutual Funds

6. Search for the scheme you want to invest in

7. On scheme details page, click on Invest Now

8. Under Monthly SIP, enter investment amount and select SIP date
9. Choose 1st Payment now to complete the payment while placing the order
10. Accept T&C and click on Proceed

11. Click on Pay Now

12. Enter your bank details and complete the payment Your order will be placed successfully.

If you have not authenticated your mandate, a mandate will be automatically generated on placing the first SIP order. Follow the below steps to complete mandate authentication to avoid missing monthly SIP payments:

1. Click on link received from BSE Star

2. Login via Email or Gmail

3. Accept T&C and click on Submit

4. You will be redirected to your bank’s netbanking page. Fill your bank details, enter OTP and click on Confirm
5. E-NACH Registration will be complete post successful authentication.

1. Login to Mutual Fund using NEO website
2. Enter registered Phone number, password
3. Enter OTP sent to registered number
4. After logging in, click on Invest
5. Under Other Investments, select Mutual Funds
6. Search for the scheme you want to invest in
7. On scheme details page, click on Invest Now
8. Under monthly SIP, enter investment amount and select SIP date
9. Choose 1st Payment now to complete the payment while placing the order
10. Accept T&C and click on Proceed
11. Click on Pay Now
12. Enter your bank details and complete the payment Your order will be placed successfully.

If you have not authenticated your mandate, a mandate will be automatically generated on placing the first SIP order. Follow the below steps to complete mandate authentication to avoid missing monthly SIP payments:

1. Click on link received from BSE Star

2. Login via Email or Gmail

3. Accept T&C and click on Submit

4. You will be redirected to your bank’s netbanking page. Fill your bank details, enter OTP and click on Confirm
5. E-NACH Registration will be complete post successful authentication.

Due to regulatory changes, the following new flow will take effect on April 1, 2022. Check out the digital investment flow by clicking the link below. You should complete mandate before placing any SIP orders.

1. Login into Mutual Funds using KST App
2. Enter User ID and password

3. Enter access code to login Q15.2 - KST.png

4. After logging in, click on More from the bottom bar

5. Scroll down to view Core Investments

6. Select Mutual funds

7. Search for the scheme you want to invest in Q3.2.png

8. On scheme details page, click on Invest Now

9. Under Monthly SIP, enter investment amount and select SIP date
10. Choose 1st Payment now to complete the payment while placing the order
11. Accept T&C and click on Proceed

12. After confirming bank details, click on Pay Now

13. Enter your bank details and complete the payment Your order will be placed successfully.

If you have not authenticated your mandate, a mandate will be automatically generated on placing the first SIP order. Follow the below steps to complete mandate authentication to avoid missing monthly SIP payments:

1. Click on link received from BSE Star

2. Login via Email or Gmail

3. Accept T&C and click on Submit

4. You will be redirected to your bank’s netbanking page. Fill your bank details, enter OTP and click on Confirm
5. E-NACH Registration will be complete post successful authentication.

1. Login to Mutual Funds using Kotak Neo website:
2. Login to Kotak Neo website
3. Enter User ID and password
4. Enter access code to login
5. After logging in, click on More
6. Scroll down to view Core Investments
7. Select Mutual fund
8. Search for the scheme you want to invest in
9. On scheme details page, click on Invest Now
10. Under Monthly SIP, enter investment amount and select SIP date
11. Choose 1st Payment now to complete the payment while placing the order
12. Accept T&C and click on Proceed
13. After confirming bank details, click on Pay Now
14. Enter your bank details and complete the payment Your order will be placed successfully.

If you have not authenticated your mandate, a mandate will be automatically generated on placing the first SIP order. Follow the below steps to complete mandate authentication to avoid missing monthly SIP payments:

1. Click on link received from BSE Star

2. Login via Email or Gmail

3. Accept T&C and click on Submit

4. You will be redirected to your bank’s netbanking page. Fill your bank details, enter OTP and click on Confirm
5. E-NACH Registration will be complete post successful authentication.