Mutual Fund Investments
Access equity, debt, hybrid, liquid and index funds from leading Indian fund houses, chosen to suit your goals, time horizon and risk profile.
SIP Investments
Build wealth steadily with a Systematic Investment Plan (SIP). Invest a fixed amount every month in the mutual funds of your choice, with set-up support.
Overview
A Systematic Investment Plan (SIP) lets you invest a fixed amount in a mutual fund at regular intervals, usually monthly, instead of investing a large sum at once. It builds investing discipline and spreads your purchases across market ups and downs.
RWAKKA helps you choose schemes for your SIP, decide a comfortable amount and date, set up the bank mandate and review the SIP as your income and goals change. We also help with lumpsum investments and Systematic Withdrawal Plans (SWP).
What you get
- Start with an amount that suits your monthly budget (minimums vary by scheme)
- Rupee-cost averaging: buy more units when prices are lower
- Automated monthly debits, so you don't have to time the market
- Flexibility to increase, pause or stop most SIPs
- Guidance on step-up SIPs as your income grows
How it works
- 1
Set your goal and amount
We work out a monthly amount that fits your budget and goal.
- 2
Choose the schemes
We help you pick suitable funds and explain their risks.
- 3
Register the mandate
We help set up the auto-debit from your bank account.
- 4
Review regularly
We review your SIPs with you and suggest top-ups when your goals change.
SIP Investments: frequently asked questions
What is the minimum amount for a SIP?
It depends on the scheme. Many funds accept small monthly amounts, but the minimum is set by each fund house. We confirm it for the schemes you choose.
Can I stop or change my SIP later?
Yes. Most SIPs can be paused, modified or cancelled. Some changes take one or two debit cycles to take effect. We help you with the process.
Is a SIP better than a lumpsum investment?
Neither is better in every case. A SIP spreads your investment over time and suits regular income. A lumpsum may suit you if you already have the money and a long horizon. We explain both so you can decide.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.
Related services
All services
Goal-Based Financial Planning
Plan investments around real life goals like a home, your child's education or long-term wealth, with clear targets, time frames and regular reviews.
Tax-Saving Investments (ELSS)
Invest in Equity Linked Savings Schemes (ELSS) to claim deductions under Section 80C (old tax regime) while working towards long-term wealth creation.
Ready to plan your investments?
Talk to the RWAKKA team. Your first consultation is free and comes with no obligation.