Hey everyone!
As we step into 2025, it’s time to give your finances a fresh start! 
Want to tweak your SIPs to align with your New Year resolutions? We have introduced two new features just for that:
- Modify SIPs: Adjust the amount or date of your SIPs as per your needs.
- Step-up SIPs: Add an option to increase your SIPs by a particular amount or percentage.
Modify SIP
Steps to modify your SIP on Upstox:
- Log in to the Upstox app and head to the Mutual Fund section
- Find your SIP under the ‘Your SIPs’ tab
- Tap on the SIP you want to update
- Edit the SIP date or amount (or both) and hit ‘Modify’
- Review your changes and confirm!
Benefits of modifying your SIP:
- Adjust your investments to hit those ambitious New Year goals.
- Stay flexible and adjust dates to match your salary/cash flow
- Make the most of market opportunities without breaking a sweat
Step-Up SIP
Steps to add step-up to your SIP:
- Log in to your Upstox app
- Head to the Mutual Funds section
- Find your SIP under the ‘Your SIPs’ tab
- Select ‘Step-up SIP’ option
- Select the amount or percentage you want to increase by
- Select the interval for the step-up (monthly, quarterly or half yearly)
- Confirm your step-up details and done!
Benefits of a Step-up SIP:
- Gradually increase your SIP amount in line with your financial growth
- Achieve your long-term goals faster
- Simple and flexible way to increase investment automatically
Keep these in mind:
You can modify your SIP once per quarter.
Make changes 7 days before the due date to apply them for the next month.
In case of any doubts, our support team is always here to help!