3 S of Financial Planning



3 S of financial planning are Systematic Investment Plan (SIP), Systematic Transfer Plan (STP) and Systematic Withdrawal Plan (SWP). SIP is a periodical investment of fixed amount in a particular MF Scheme. STP is transfer of funds from one MF scheme to another on instructions of investor. SWP is a fixed periodical Redemption of MF Scheme as per investor’s instruction.

The Story of Atul is about the goals and aspirations of a common man, just like all of us. In this story, Atul wants to plan for his future so he can achieve various goals during various stages of his life. The story also narrates how a financial advisor (Rakesh in this story) can help provide financial planning for investors (Atul in this story) so they can achieve their goals. This story shows how Mutual Funds and its facilities can play an integral part in helping investors achieve their goals. We are sure many of you have a similar story like Atul and would be able to relate to these examples used for explaining investment concepts.

This short story is our attempt to help you understand Mutual Funds and its various product facilities (SIP, STP and SWP) which will help investors reach their goals.

SIP is a simple process of investing in mutual funds similar to a recurring deposit in a bank. It is designed to help investors save regularly and in small amounts and thus accumulate wealth in a disciplined manner over the long-term, thereby endeavoring to provide a better future for them and their family.

We are keen to help you potentially benefit from our expertise in Systematic Investment Plan investments so that you can achieve your financial goals.

An Investor Education Initiative by Mirae Asset Mutual Fund

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

All Mutual Fund investors have to go through a one-time KYC (Know Your Customer) process. Investors should deal only with Registered Mutual Funds (RMF). For further information on KYC, RMFs and procedure to lodge a complaint in case of any grievance, you may refer the Knowledge Center section available on the website of Mirae Asset Mutual Fund.

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