INVEST

The investment page is the central dashboard of the FUNDSGENIE app

Once you tap on the 'Invest' icon given at the bottom banner, you will by default land on the home page of the Invest page.

This Section Contains:

  1. How to Invest In SIP/Lumpsum ?

  2. Mutual Fund Order & Payment Timing ?

  3. How to invest in NFO ?

How to Invest In SIP/One-time

  • Tap on the 'Invest' tab in the bottom banner.

  • You can either tap on 'Explore All Mutual Funds' or 'Genie Recommendations'.

  • Explore the mutual funds and select the fund in which you wish to invest.

  • Click on the 'Invest Now' button given towards the bottom right-hand side of each fund.

  • Enter the SIP/Lumpsum amount, date, and duration. Select holding mode- Physical/Demat.

Physical Order :

  • If you select holding mode as 'physical form', an order authentication window will appear.

  • Authenticate the order by selecting the mobile number and desired option. Then generate OTP.

  • As a payment mode, you can either select net banking, UPI, or NEFT/RTGS.

  • Accept the payment before time-out, and your new SIP order will be placed successfully.

Demat Order :

  • If you select holding mode as 'Demat,' enter the amount or units in the order placement window and click on Continue.

  • Cross-check your details and click on the 'Register SIP' button.

  • As a payment mode, you can either select Net Banking, UPI, or NEFT/RTGS.

  • Accept the payment before time-out, and your new order will be placed successfully.

Mutual Fund Order & Payment Timing

Scenario
Which NAV Will Be Applied
When Will Order Be Processed
Order Status

Buy order placed before 2.30 PM and payment updated with BSE before 2.30 PM

Today's NAV

Processed today

In progress

Buy order placed before 2.30 PM and payment updated with BSE after 2.30 PM

Next business day's NAV

Processed next business day

Payment Pending

Buy order placed after 2.30 PM and payment updated with BSE after 2.30 PM

Next business day's NAV

Processed next business day

Payment Pending

Buy order placed before 2.30 PM and payment not made on same day

Not processed

Not processed

Failed

The above scenarios are based on a 2.30 PM cut-off time. Orders and payments made after 2.30 PM will be considered for the next business day’s NAV and processing. If the cut-off time for your scheme is different (for example, 1:30 PM for some liquid funds), please refer to the respective scheme details.

How to Invest in NFO

A separate section named "Ongoing NFOs" is available towards the middle of the Invest page. Click 'View More' to see both ongoing NFOs and previously applied NFOs. You can see details such as:

  • Fund Name

  • Open Date

  • Close Date

  • Allotment Date

If you wish to invest, click the 'Apply Now' button at the bottom right corner of each fund. The process followed is the same as described in "How to Invest In SIP/One-time".

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