Systematic Transfer Plan, Deployment Online Cloud-based, License Duration 1 Year, Additional Features New Member Management

Ideal forinvestors interested in invest lump sum money in schemes with stable returns and ensure small exposure to equity schemes with the aim of avail of the ability to higher growth through equities. Invest A single payment amount amount in a debt, Oriented scheme debt scemes can be either 100% debt or high debt and low equity . Specify a desired amount to be transferred to any equity schemes of the same amc . This works like a sip structured investment strategy . Lowering risk and increasing returns. This is ideally matched with when markets have peaked or the investor is unsure of the further uptrend on sale now options investor has the selection of 1. Weekly systematic transfer plan 2. Fortnightly systematic transfer plan 3. Onthly systematic transfer plan 4. Quarterly systematic transfer plan addendumminimum transfer amount 1. Monthly systematic transfer plan investors must be present to instruct for minimum 12 transfers. 2. Quarterly systematic transfer plan investors are required to instruct for minimum 4 transfers. Transfer dates 1. Monthly systematic transfer plan, Transfer can be of following dates a 1st or 10th or 20th of each month. B investors can also opt for multiple dates within a month and in this case, The transfer can be instructed for 1st and / or 10th / and / or 20th of each month. 2. Quarterly systematic transfer plan, Transfer can be instructed intended for the next dates 1st or 10th or 20th of the beginning month of each quarter january, April, July, October