Systematic Investment Planning
Achieving your goals is easier than ever before
What is SIP?
Systematic Investment Planning (SIP) is a way to achieve your financial goals by investing a fixed sum of money on a regular basis.
You can avail our SIP facility with any of our mutual funds or pension scheme with as little as Rs. 500 per month., so instead of committing a large sum of money at one time, you can invest small amounts according to your convenience and ability.
Start Early + Invest Regularly = Grow Wealthy
Systematic Investment Planning (SIP) is almost a magical formula for growing your money over time to achieve your goals.
SIP requires you to invest on a regular and ongoing basis, it allows you to benefit from compounding to grow your savings.
Compounding makes a sum of money grow at a faster rate than simple interest, because in addition to earning returns on the money you invest, you also earn returns on those returns at the end of every compounding period, which could be daily, monthly, quarterly or annually.
Once you have determined which investment solution is best for you, you need to diligently follow the SIP payment plan you have created for yourself.
At first, you may feel like the amount you are taking out from your overall savings may cause a dent in your budget, but stay focused on the overall goal that you wish to achieve. Also remember one thing, we earn regularly, we spend regularly, we should also save and invest a part of our earnings regularly to achieve our goals in life.
After a while, you will realize that the regular monthly savings amount have become a part of your monthly budget.
This depends on when you start, how much money you save regularly and for how long.
- Use our SIP Savings Calculator to find out how much your regular savings can grow over time.
Procedure for starting SIP?
Start Systematic Investment Planning with our investment schemes starting with as low as Rs. 500 per month—it’s affordable and convenient.
Whether you are an existing or a new customer, starting your SIP is easy; you have complete control over how you want your SIP to function.
If you are a new customer, you can define your SIP schedule by mentioning the details on your Account Opening Form.
- The name of the fund/plan
- The amount and frequency at which you wish to invest
- The duration for which you wish to continue your SIP
- Mode of regular payments
If you are an existing client of UBL Fund Managers and want to start a SIP going forward, you need to provide the SIP instructions (as mentioned in New Customer tab) using our Service Update Form (Download Form).
Realize your dreams one step at a time
With our systematic investment facility you can invest as low as Rs. 500 per month and grow your wealth over time. Starting is easy, just follow the steps given below
The first step to achieving your dreams is to have a clearly defined goal or objective in mind. To achieve any goal you will have to save money for it on a regular basis. Also you need to know when you want to achieve this goal and how much money you would like to have at the time of its completion.
Start SIP to meet this Goal
The next step is to start systematic investment planning to achieve your goal. To do so you can use our Savings Calculator. This will tell you much money your regular investments can grow over time.
Invest to achieve your goal
Once you have determined which investment plan suits you best, you need to invest regularly as defined in the plan. This will ensure you stay on course to achieve your goals.
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