How can I initiate Cancel / Edit SIP for my client?

· Go to Equity Basket Dashboard

· Click on SIP BOOK where you will see all SIPs done in Equity Baskets

· Select 'Edit SIP' from the actions available

· Confirm

Upon successful initiation, the client will get the link on email and Notification on the Fintso Client App for transaction execution.

During execution, the client will see 2 options – whether to Edit SIP or End SIP and can proceed accordingly.

Below SIP details can be edited by client:

· Frequency: Client can choose Weekly, Fortnightly, Monthly or Quarterly

· Amount: Client can enter any amount greater that the suggested minimum SIP amount

· Next Instalment Date: Client can select next instalment Date