We’ve introduced Systematic Withdrawal Plans (SWP) and Systematic Transfer Plans (STP), enhanced SIP with more control options, and added XIRR to help you track your returns more accurately. All features are now available on both FYERS App and Web under the Mutual Funds section.
You can modify the investment amount or date, pause the SIP temporarily, skip an upcoming instalment, or step-up your SIP amount automatically at regular intervals.
You can withdraw a fixed amount from your mutual fund holdings at scheduled intervals. You also have the flexibility to modify the amount or date, pause the plan, or skip a withdrawal whenever needed.
You can transfer an amount from one mutual fund to another on a defined schedule. Like SWP, you can modify, pause, or skip transfers without cancelling the plan.
Go to the Orders → Mutual Funds section on FYERS Web or App
Select the mutual fund you want to manage
Choose SWP, or STP
Set the amount, frequency, and start date
Review and confirm your plan
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