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What is AutoInvest
Financial planning often involves setting aside money each month for the future. A disciplined approach to investing is necessary. If you are serious about building wealth, you may want to automate your investment. Opt for a Systematic Investment Plan (SIP) using Autoinvest. This is an investment option that allows you to build an equity portfolio using regular timed investments.
Why AutoInvest ?
- Regular disciplined investments
- Invest in both MFs and stocks
- Custom plans to suit your risk appetite
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What Kotak offers
Kotak Securities’ AutoInvest is India’s first SIP in equities. Through this service, you put your money in stocks and MFs of your choice at fixed intervals over a stipulated period of time. You can thus invest regularly on a daily, weekly, fortnightly or monthly basis.
At Kotak Securities, you also have the option to fix either the investment quantity or amount. This means, you get to choose to buy either a fixed number of stocks or invest a fixed amount.
The biggest feature of AutoInvest is that it tailors investments according to your risk profile.
How to activate the service
It is very easy to opt for Systematic Investment Planning (SIP) through Kotak Securities.
- Login to www.kotaksecurities.com with your credentials.
- Under 'Equity' tab click on 'AutoInvest'.
- Accept the Terms & Conditions and click 'Activate'.
- To Register an SIP, click on 'Register a SIP' and follow the instructions.
- Check your AutoInvest order status in the Status Page.
How will AutoInvest work
- Kotak Securities offers four different portfolio options on the basis of your risk profile. Depending on whether you have a high, medium or low risk appetite, our relationship manager will suggest an investment plan.
- On the basis of this plan, stocks will be prescribed for you every month.
- You need to give instructions to transfer a fixed amount monthly to your Kotaksecurities.com account.
- The money will then be invested in the stocks recommended every month.
Benefits of AutoInvest
- Equities: Usually SIP is only offered in mutual funds. AutoInvest allows you to invest in both stocks and MFs.
- Risk profile: SIPs don’t take into account the investor’s risk-taking ability. This means even a low-risk investor is exposed to high-risk assets. This is eliminated in AutoInvest, where plans are tailored for you.
- Single instruction: AutoInvest drastically reduces the amount of time you spend on transactions. All you need to do is register once.
- Expert advice: Since the stock selection is not manual, Kotak Securities will allow your money to automatically be invested in expert-backed assets.
- Amount-based investments: When you fix a single amount to be invested regularly, you cover multiple market cycles. During market lows, you buy more shares. In contrast, you buy less number of shares. This way, the average cost of your shares fall.
- Not just buy, but also sell: SIP also gives you the option to sell your stocks if and when you want.
- Time-reduction: Every paisa you own is hard-earned. Putting this money into any kind of investment requires work and time. Opting for AutoInvest reduces this time.
- Discipline: Caught in the daily grind, it is easy to forget to invest. AutoInvest helps discipline in your investment process. You will be investing regularly come what may.
- Compounding: With AutoInvest, you also benefit from the power of compounding – earning more profits by regularly reinvesting.