SIP + Bulk SIP: Powerful, Flexible Recurring Investments

SIPs form the backbone of long-term investing. MFStack gives investors and distributors a modern, flexible, and highly scalable SIP engine—built for predictable investing, smoother operations, and better investor engagement.

Both individual SIPs and bulk SIP creation are supported, covering self-service journeys and distributor-initiated transactions (DIT).

What SIP Supports Today

1. SIP Creation

Investors can start SIPs in any supported scheme with:

Daily or Monthly frequency

Clean UI to select amount, date, and scheme

Instant validation and order placement

Daily SIP support is especially valuable for fintechs and new-age distributors offering micro-investing or rupee-cost averaging strategies.

2. Modify SIP Amount

Investors can change the SIP amount mid-way without canceling the SIP.

3. Pause & Resume

Temporary pauses for cashflow flexibility, and a quick resume when the investor is ready.

4. Cancel SIP

Full control to stop SIPs anytime, with real-time updates.

5. Step-Up / Step-Down (Coming Soon)

Add automated SIP amount progression over time for inflation-adjusted investing or systematic de-risking.

Bulk SIP Capabilities

Bulk SIP functionality is fully supported and designed for high-efficiency distribution flows.

1. Bulk SIP for a Single Investor

Perfect for model portfolios or thematic strategies:

Distributor selects multiple schemes

Assigns SIP amounts & frequencies

Submits all SIPs in one structured workflow

Investor approves via a consent-driven step

Reduces time and complexity for diversified SIP setups.

2. Bulk SIP for Multiple Investors

Ideal for large distribution houses, RIAs, and fintech campaigns.

Upload/choose multiple investors

Assign schemes & SIP details per investor

Trigger SIP creation in bulk

Automated consent collection

Transparent tracking of successes/failures

This unlocks scalable acquisition and engagement workflows.

DIY + DIT (Distributor Initiated Transactions)

Investor Self-Service

Start, modify, pause, resume, or cancel SIPs

Intuitive mobile/web journey

Real-time status and payment instructions

Distributor-Initiated

Distributor sets up SIP or bulk SIP

Investor reviews and approves digitally

Fully compliant with regulator expectations

This hybrid model ensures growth at scale without losing investor control.

Why This Feature Matters

Daily + Monthly SIPs unlock modern investment styles

Bulk SIP capabilities supercharge distributor productivity

Pause, resume, modify deliver unmatched investor flexibility

Future-ready with step-up/step-down enhancements

Consent-driven flows balancing compliance and experience

MFStack gives investors and distributors one of the most advanced SIP engines in the industry—simple enough for beginners, powerful enough for enterprise-scale operations.