How do I set up an SIP?


Looking to setup your first SIP under a goal? Look no more! Here's how you can do that:

And done! You have created your first SIP under this goal!

Please note that you would be able to setup an SIP from your dashboard up to 4 days prior to the scheduled SIP start date. For example, if the scheduled SIP start date is January 7, you can setup the SIP till midnight on January 3.

If your NACH mandate isn't approved till 4 days before the SIP date (whether we haven't received it yet, or it's still under processing with your bank), we will send you a payment link via email 3 days before the scheduled SIP date. You can login to your Goalwise account through this link and make the SIP payment via Netbanking. The payment link will be valid till 12PM (12 Noon) on the SIP date.

For example, if the scheduled SIP date is January 7, you would receive the payment link on January 4. The link would be valid till 12PM (12 Noon) on January 7.

We hope you found this video useful! Please let us know in the comments if we can put together any other short videos to help you navigate your dashboard :)

If you have any other questions for us, we're a short ping away on chat! You can also reach out to us via phone/WhatsApp (+91-8586000247) or email (care@goalwise.com).