How To Guide

How To Start SIP Investments: Step-by-Step Guide

This blog will tell you how the SIP investment process works in India. Find out how Cube simplifies SIP investments with the Cube Wealth app.
April 18, 2024
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A SIP is one of the best ways to invest in mutual funds. There are many ways to invest in mutual fund SIPs. But the easiest way is to invest using an app like Cube Wealth. Let’s see how by comparing the offline and online mode of SIP investments.   

How To Start A Mutual Fund SIP Investment?

There are two ways to invest in mutual funds via SIP.

1. Steps To Invest Offline

The documents you'll need:

  • PAN 
  • Address proof (Aadhar card, driving license, passport, etc.)
  • Passport size photo
  • Cheque book

The process you’ll have to go through:

Step 1. Go to a fund house/AMC or bank

Step 2. Select a mutual fund

Step 3. Collect and fill the application form

Step 4. Complete the KYC process (using the docs mentioned above) 

Step 5. Submit the application form 

Step 6. Pay the amount you want to invest 

Step 7. Collect the receipt (includes payment confirmation, nav & units details)

2. Steps To Invest Online

The offline method may seem cumbersome to investors. Cube simplifies the mutual fund SI

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Instructions to get your CAS

  1. Visit CAMS or KFintech
  2. Enter your email, PAN, and set a password for your CAS.
  3. Select the Detailed CAS option (not the summary) from your first investment date until today or choose 1st January 2000 for convenience.
  4. Click Submit. Your CAS will be sent to your registered email. It usually arrives in about 5 minutes, but may take up to an hour.
  5. Return here, upload the CAS, and enter the chosen password to allow us to analyze it.

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