Systematic Investment Portfolio (SIP)

Systematic Investment Portfolio (SIP)

“Consistency Beats intensity Everytime” 
Systematic investments helps to build a consistent portfolio which make compounding more effective by consistent investment by means of rupee cost averaging

Consistent Compounding investment Rupee Cost Averaging 

Flexiblity in Investing than committed

why Systematic Investment Portfolio (SIP) is better?

Regular Continuous investing in Growing Business

Systematic Investment Manages the Rupee Cost Averaging

Expertise Risk Management

what is Systematic Investment Portfolio (SIP)

At IPK Wealth, our Systematic Investment Plan (SIP) Portfolio Advisory service is a dynamic and disciplined approach to long-term wealth creation. We understand that consistency is key, and our SIP advisory is crafted to align with your financial goals. Through systematic, periodic investments, we help you navigate market volatility and capitalize on market opportunities over time.

Our expert advisors tailor SIP portfolios to your risk tolerance and financial aspirations, ensuring a strategic and steady growth trajectory. With a focus on optimizing returns and building financial resilience, IPK Wealth is your trusted partner in the journey toward enduring financial success through systematic, disciplined investment strategies.

faq

What is an Systematic Investment Portfolio (SIP)?

It’s a Systematic Investment Plan (SIP) in Direct Equity guided by a SEBI-registered Investment Advisor. Instead of mutual funds, you invest directly in quality stocks through small, regular investments—building long-term wealth.

How is Advisory SIP different from Mutual Fund SIP?

Mutual Fund SIP → Invests in a pool of stocks, decisions taken by fund managers, returns are average market-based.

Advisory SIP → Personalized stock portfolio, chosen for you by an Investment Advisor, with direct ownership of shares and long-term wealth creation potential.

How much should I invest in Advisory SIP?

You can start with an amount comfortable to you—monthly contributions can be as low as ₹10,000 and gradually increase as your income grows.

Is IPK Wealth SEBI registered to offer this service?

Yes. As a SEBI-registered Investment Advisor, IPK Wealth provides only advisory (not brokerage), ensuring transparency and compliance.

What are the charges for Advisory SIP?

Charges are fixed and transparent, as per SEBI regulations. They depend on your advisory plan and investment size—not on commissions from products.

Can I stop or change my SIP anytime?

Yes. Unlike traditional SIPs, you have full control. You can increase, pause, or stop investments anytime without exit load or lock-in.

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