How to Set Up Auto-Invest for Your Savings & Investments
Last updated February 18, 2025
Automating your investments ensures consistent growth without the hassle of manual transactions. With our Auto-Invest feature, you can schedule recurring deposits into mutual funds, stocks, or crypto wallets, helping you build wealth effortlessly.
How to Set Up Auto-Invest
📲 1. Log in to Your Account
- Open the app or website and navigate to "Investments".
- Click on "Auto-Invest" or "Recurring Deposits".
📈 2. Choose Your Investment Option
- Select from mutual funds, stocks, crypto, or fixed deposits.
- You can set up multiple Auto-Invest plans for different assets.
💰 3. Set Investment Amount & Frequency
- Enter the amount you want to invest daily, weekly, or monthly.
- Choose the start date and preferred payment method (linked bank account, UPI, or card).
🔄 4. Enable Auto-Debit
- Authorize the automatic deduction via OTP or UPI PIN.
- Your investment will now be executed on the chosen schedule.
🔍 5. Track & Adjust Anytime
- Monitor performance in the "My Investments" tab.
- Modify or stop Auto-Invest whenever needed.
FAQs
- Can I change my Auto-Invest amount later?
- Yes, you can increase, decrease, or pause your investment at any time.
- What happens if I don’t have enough balance?
- The investment will be skipped for that cycle, and you’ll be notified.
- Can I enable Auto-Invest for multiple assets?
- Yes, you can set different Auto-Invest plans for stocks, mutual funds, or crypto.
- Is Auto-Invest safe?
- Yes, all transactions are processed through secure, encrypted channels.
- Can I cancel my Auto-Invest plan?
- Yes, you can stop it anytime from the Auto-Invest settings.
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