{"id":9007,"date":"2026-09-28T10:00:00","date_gmt":"2026-09-28T10:00:00","guid":{"rendered":"https:\/\/niveshsankalp.com\/?page_id=9007"},"modified":"2026-10-22T14:37:15","modified_gmt":"2026-10-22T09:07:15","slug":"start-investing","status":"publish","type":"page","link":"https:\/\/niveshsankalp.com\/hi\/start-investing\/","title":{"rendered":"How to Start Mutual Fund Investment &amp; SIP"},"content":{"rendered":"<h2 class=\"wp-block-heading\">Simple steps to start Mutual Fund investment<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u092d\u093e\u0930\u0924 \u092e\u0947\u0902 \u092e\u094d\u092f\u0942\u091a\u0941\u0905\u0932 \u092b\u0902\u0921 (Mutual Fund) \u0928\u093f\u0935\u0947\u0936 \u0936\u0941\u0930\u0942 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f, \u0928\u093f\u0935\u0947\u0936 \u0938\u0902\u0915\u0932\u094d\u092a \u0915\u0947 \u0938\u093e\u0925 \u0907\u0928 4 \u0906\u0938\u093e\u0928 \u0938\u094d\u091f\u0947\u092a\u094d\u0938 \u0915\u093e \u092a\u093e\u0932\u0928 \u0915\u0930\u0947\u0902\u0964 \u091a\u093e\u0939\u0947 \u0906\u092a \u0930\u093f\u091f\u093e\u092f\u0930\u092e\u0947\u0902\u091f, \u0935\u0947\u0932\u094d\u0925 \u0915\u094d\u0930\u093f\u090f\u0936\u0928 \u092f\u093e \u092c\u091a\u094d\u091a\u094b\u0902 \u0915\u0940 \u0909\u091a\u094d\u091a \u0936\u093f\u0915\u094d\u0937\u093e \u0915\u0940 \u092f\u094b\u091c\u0928\u093e \u092c\u0928\u093e \u0930\u0939\u0947 \u0939\u094b\u0902, \u0939\u092e \u0907\u0938 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0915\u094b \u092a\u0942\u0930\u0940 \u0924\u0930\u0939 \u0906\u0938\u093e\u0928 \u0914\u0930 \u092a\u0947\u092a\u0930\u0932\u0947\u0938 \u092c\u0928\u093e\u0924\u0947 \u0939\u0948\u0902\u0964<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Step 1: One-Time paperless KYC verification<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u092d\u093e\u0930\u0924 \u092e\u0947\u0902 \u092e\u094d\u092f\u0942\u091a\u0941\u0905\u0932 \u092b\u0902\u0921 \u092e\u0947\u0902 \u0928\u093f\u0935\u0947\u0936 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f SEBI \u0915\u0947 \u0928\u093f\u092f\u092e\u094b\u0902 \u0915\u0947 \u0905\u0928\u0941\u0938\u093e\u0930 '\u0928\u094b \u092f\u094b\u0930 \u0915\u0938\u094d\u091f\u092e\u0930' (KYC) \u092a\u0942\u0930\u093e \u0915\u0930\u0928\u093e \u0905\u0928\u093f\u0935\u093e\u0930\u094d\u092f \u0939\u0948\u0964 <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u092f\u0926\u093f \u0906\u092a \u092a\u0939\u0932\u0940 \u092c\u093e\u0930 \u0928\u093f\u0935\u0947\u0936 \u0915\u0930 \u0930\u0939\u0947 \u0939\u0948\u0902, \u0924\u094b \u0939\u092e \u0906\u0927\u093e\u0930-\u0906\u0927\u093e\u0930\u093f\u0924 OTP \u0935\u0947\u0930\u093f\u092b\u093f\u0915\u0947\u0936\u0928 \u0915\u0947 \u091c\u0930\u093f\u090f \u0915\u0941\u091b \u0939\u0940 \u092e\u093f\u0928\u091f\u094b\u0902 \u092e\u0947\u0902 \u0906\u092a\u0915\u0940 \u0921\u093f\u091c\u093f\u091f\u0932 e-KYC \u092a\u0942\u0930\u0940 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 <\/li>\n\n\n\n<li>\u092f\u0926\u093f \u0906\u092a \u092a\u0939\u0932\u0947 \u0938\u0947 \u0928\u093f\u0935\u0947\u0936\u0915 \u0939\u0948\u0902, \u0924\u094b \u0939\u092e CVL-KRA, CAMS \u092f\u093e KFintech \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0906\u092a\u0915\u0940 \u092e\u094c\u091c\u0942\u0926\u093e KYC \u0938\u094d\u0925\u093f\u0924\u093f \u0915\u0940 \u092a\u0941\u0937\u094d\u091f\u093f \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964 <a href=\"https:\/\/camsonline.com\" target=\"_blank\" rel=\"noopener\">CAMS<\/a>, or <a href=\"https:\/\/www.kfintech.com\/\" target=\"_blank\" rel=\"noopener\">KFintech<\/a>. <\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Step 2: Goal discovery &amp; scheme selection<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0939\u092e \u0906\u092a\u0915\u0947 \u0928\u093f\u0935\u0947\u0936 \u0915\u0940 \u0938\u092e\u092f-\u0938\u0940\u092e\u093e, \u091c\u094b\u0916\u093f\u092e \u0909\u0920\u093e\u0928\u0947 \u0915\u0940 \u0915\u094d\u0937\u092e\u0924\u093e \u0914\u0930 \u091c\u0930\u0942\u0930\u0924 \u0915\u094b \u0938\u092e\u091d\u0924\u0947 \u0939\u0948\u0902: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0905\u0932\u094d\u092a\u0915\u093e\u0932\u093f\u0915 \u0932\u0915\u094d\u0937\u094d\u092f (1\u20133 \u0935\u0930\u094d\u0937): \u0932\u093f\u0915\u094d\u0935\u093f\u0921, \u0905\u0932\u094d\u091f\u094d\u0930\u093e-\u0936\u0949\u0930\u094d\u091f \u092f\u093e \u0932\u094b-\u0921\u094d\u092f\u0942\u0930\u0947\u0936\u0928 \u092b\u0902\u0921\u094d\u0938\u0964 <\/li>\n\n\n\n<li>\u092e\u0927\u094d\u092f\u092e \u0905\u0935\u0927\u093f \u0915\u0947 \u0932\u0915\u094d\u0937\u094d\u092f (3\u20135 \u0935\u0930\u094d\u0937): \u0915\u0902\u091c\u0930\u094d\u0935\u0947\u091f\u093f\u0935 \u092f\u093e \u092c\u0948\u0932\u0947\u0902\u0938\u094d\u0921 \u0939\u093e\u0907\u092c\u094d\u0930\u093f\u0921 \u092b\u0902\u0921\u094d\u0938\u0964 <\/li>\n\n\n\n<li>\u0932\u0902\u092c\u0940 \u0905\u0935\u0927\u093f \u0915\u093e \u0935\u0947\u0932\u094d\u0925 \u0915\u094d\u0930\u093f\u090f\u0936\u0928 (5+ \u0935\u0930\u094d\u0937): \u0921\u093e\u0907\u0935\u0930\u094d\u0938\u093f\u092b\u093e\u0907\u0921 \u0907\u0915\u094d\u0935\u093f\u091f\u0940, \u092b\u094d\u0932\u0947\u0915\u094d\u0938\u0940-\u0915\u0948\u092a \u0914\u0930 \u0907\u0902\u0921\u0947\u0915\u094d\u0938 \u092b\u0902\u0921\u094d\u0938\u0964 <\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Step 3: Seamless SIP setup &amp; automated mandate<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u090f\u0915 \u092c\u093e\u0930 \u0906\u092a\u0915\u0940 \u0928\u093f\u0935\u0947\u0936 \u092f\u094b\u091c\u0928\u093e \u0924\u092f \u0939\u094b \u091c\u093e\u0928\u0947 \u0915\u0947 \u092c\u093e\u0926, \u0939\u092e \u0906\u092a\u0915\u0940 \u0938\u093f\u0938\u094d\u091f\u0947\u092e\u0948\u091f\u093f\u0915 \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u092e\u0947\u0902\u091f \u092a\u094d\u0932\u093e\u0928 (SIP) \u0936\u0941\u0930\u0942 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0939\u0930 \u092e\u0939\u0940\u0928\u0947 \u0905\u092a\u0928\u0940 \u0938\u0941\u0935\u093f\u0927\u093e\u0928\u0941\u0938\u093e\u0930 \u0928\u093f\u0935\u0947\u0936 \u0915\u0940 \u0924\u093e\u0930\u0940\u0916 \u091a\u0941\u0928\u0947\u0902\u0964 <\/li>\n\n\n\n<li>UPI AutoPay \u092f\u093e \u0928\u0947\u091f \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u0908-\u092e\u0948\u0902\u0921\u0947\u091f (OTM) \u0915\u0947 \u091c\u0930\u093f\u090f \u0911\u091f\u094b\u092e\u0948\u091f\u093f\u0915 \u092e\u093e\u0938\u093f\u0915 \u0915\u091f\u094c\u0924\u0940 \u0938\u0947\u091f \u0915\u0930\u0947\u0902, \u0924\u093e\u0915\u093f \u092c\u093f\u0928\u093e \u0915\u093f\u0938\u0940 \u0930\u0941\u0915\u093e\u0935\u091f \u0915\u0947 \u0906\u092a\u0915\u093e \u0928\u093f\u0935\u0947\u0936 \u0928\u093f\u092f\u092e\u093f\u0924 \u091c\u093e\u0930\u0940 \u0930\u0939\u0947\u0964 <\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Step 4: Continuous portfolio tracking &amp; periodic reviews<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0928\u093f\u0935\u0947\u0936 \u090f\u0915 \u092c\u093e\u0930 \u0915\u093e \u0915\u093e\u092e \u0928\u0939\u0940\u0902, \u092c\u0932\u094d\u0915\u093f \u090f\u0915 \u0928\u093f\u0930\u0902\u0924\u0930 \u092f\u093e\u0924\u094d\u0930\u093e \u0939\u0948: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0915\u0902\u0938\u094b\u0932\u093f\u0921\u0947\u091f\u0947\u0921 \u0905\u0915\u093e\u0909\u0902\u091f \u0938\u094d\u091f\u0947\u091f\u092e\u0947\u0902\u091f \u0914\u0930 \u0928\u093f\u092f\u092e\u093f\u0924 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0935\u0948\u0932\u094d\u092f\u0942\u090f\u0936\u0928 \u0930\u093f\u092a\u094b\u0930\u094d\u091f \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930\u0947\u0902 <\/li>\n\n\n\n<li>\u092c\u093e\u091c\u093e\u0930 \u0915\u0940 \u092c\u0926\u0932\u0924\u0940 \u0938\u094d\u0925\u093f\u0924\u093f\u092f\u094b\u0902 \u0915\u0947 \u0905\u0928\u0941\u0938\u093e\u0930 \u0905\u092a\u0928\u0947 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0915\u094b \u0938\u0902\u0924\u0941\u0932\u093f\u0924 (Rebalance) \u0930\u0916\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0935\u093e\u0930\u094d\u0937\u093f\u0915 \u0938\u092e\u0940\u0915\u094d\u0937\u093e <\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Checklist of documents needed:<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u092a\u0948\u0928 \u0915\u093e\u0930\u094d\u0921 (PAN Card) <\/li>\n\n\n\n<li>\u0906\u0927\u093e\u0930 \u0915\u093e\u0930\u094d\u0921 (OTP \u0935\u0947\u0930\u093f\u092b\u093f\u0915\u0947\u0936\u0928 \u0915\u0947 \u0932\u093f\u090f \u092e\u094b\u092c\u093e\u0907\u0932 \u0928\u0902\u092c\u0930 \u0932\u093f\u0902\u0915 \u0939\u094b\u0928\u093e \u091a\u093e\u0939\u093f\u090f) <\/li>\n\n\n\n<li>\u092c\u0948\u0902\u0915 \u0916\u093e\u0924\u093e \u092a\u094d\u0930\u092e\u093e\u0923 (\u0915\u0948\u0902\u0938\u093f\u0932\u094d\u0921 \u091a\u0947\u0915 \u092f\u093e IFSC \u0915\u094b\u0921 \u0935\u093e\u0932\u093e \u0928\u0935\u0940\u0928\u0924\u092e \u092c\u0948\u0902\u0915 \u0938\u094d\u091f\u0947\u091f\u092e\u0947\u0902\u091f) <\/li>\n\n\n\n<li>\u0928\u0949\u092e\u093f\u0928\u0940 \u0915\u093e \u0935\u093f\u0935\u0930\u0923 (\u092a\u0942\u0930\u093e \u0928\u093e\u092e, \u091c\u0928\u094d\u092e\u0924\u093f\u0925\u093f \u0914\u0930 \u0938\u0902\u092c\u0902\u0927) <\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Why start your investment journey with Nivesh Sankalp?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u090f\u0915 AMFI-\u0930\u091c\u093f\u0938\u094d\u091f\u0930\u094d\u0921 \u0921\u093f\u0938\u094d\u091f\u094d\u0930\u0940\u092c\u094d\u092f\u0942\u091f\u0930 (ARN-338632) \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902, \u0939\u092e \u0928\u093f\u0935\u0947\u0936\u0915\u094b\u0902 \u0938\u0947 \u0915\u094b\u0908 \u090f\u0921\u0935\u093e\u0907\u091c\u0930\u0940 \u092b\u0940\u0938 \u0928\u0939\u0940\u0902 \u0932\u0947\u0924\u0947 \u0939\u0948\u0902\u0964 \u0939\u092e \u0906\u092a\u0915\u094b \u0932\u0915\u094d\u0937\u094d\u092f\u094b\u0902 \u0915\u0947 \u0905\u0928\u0941\u0915\u0942\u0932 \u0938\u0939\u0940 \u0938\u094d\u0915\u0940\u092e \u091a\u0941\u0928\u0928\u0947, \u092a\u0942\u0930\u093e \u0921\u0949\u0915\u094d\u092f\u0942\u092e\u0947\u0902\u091f\u0947\u0936\u0928 \u0938\u0902\u092d\u093e\u0932\u0928\u0947 \u0914\u0930 \u0928\u093f\u0930\u0902\u0924\u0930 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u091f\u094d\u0930\u0948\u0915\u093f\u0902\u0917 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ready to start mutual fund investment today?&nbsp;You can also use our <a href=\"https:\/\/niveshsankalp.com\/hi\/calculators\/\" data-type=\"page\" data-id=\"9004\">SIP calculator<\/a> \u092f\u093e \u0906\u091c \u0939\u0940 \u0938\u0940\u0927\u0947 WhatsApp \u092a\u0930 \u0939\u092e\u0938\u0947 \u0938\u0902\u092a\u0930\u094d\u0915 \u0915\u0930 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-text-color has-background wp-element-button\" href=\"https:\/\/archanasharma.wylth.com\/NewOnboarding\/SignUp\" style=\"color:#ffffff;background-color:#0E5A5F\" target=\"_blank\" rel=\"noopener\">Open an Account<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-text-color has-background wp-element-button\" href=\"https:\/\/wa.me\/918271924315?text=Hello%20Archana%2C%20I%20would%20like%20to%20know%20more%20about%20mutual%20funds.\" style=\"color:#10232E;background-color:#E39B2E\" target=\"_blank\" rel=\"noopener\">Chat on WhatsApp<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-text-color has-background wp-element-button\" href=\"\/hi\/contact\/\" style=\"color:#ffffff;background-color:#0E5A5F\">Send an enquiry<\/a><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u092e\u094d\u092f\u0942\u091a\u0941\u0905\u0932 \u092b\u0902\u0921 \u092e\u0947\u0902 \u0928\u093f\u0935\u0947\u0936 \u092c\u093e\u091c\u093c\u093e\u0930 \u0915\u0947 \u091c\u094b\u0916\u093f\u092e\u094b\u0902 \u0915\u0947 \u0905\u0927\u0940\u0928 \u0939\u0948\u0964 \u092f\u094b\u091c\u0928\u093e \u0938\u0947 \u091c\u0941\u0921\u093c\u0947 \u0938\u092d\u0940 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c\u094b\u0902 \u0915\u094b \u0927\u094d\u092f\u093e\u0928\u092a\u0942\u0930\u094d\u0935\u0915 \u092a\u0922\u093c\u0947\u0902\u0964<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>","protected":false},"excerpt":{"rendered":"<p>Simple steps to start Mutual Fund investment To start mutual fund investment in India, follow these 4 simple steps with Nivesh Sankalp. Whether you are planning for retirement, wealth creation, or your child&#8217;s education, we make the process smooth and paperless. 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