Investing through Coin

One-time / Lumpsum investment

Step 1: Login to the Coin app/ web platform. Tap on the discover option and in the search bar, enter “Zerodha”. Select the funds you’d want to invest from the dropdown.

Step 2: Select “ buy ” option for lumpsum investment.

Step 3: Enter the investment amount and select the payment mode.

Step 4: Complete the payment


                                                           SIP Investment

Step 1: Login to the Coin app/ web platform. Tap on the discover option and in the search bar, enter “ Zerodha ”. Select the funds you’d want to invest from the dropdown.

Step 2: Tap on the “SIP” option to set up SIP.

Step 3: Select AMC SIP, and tap on manage mandates. 

Step 4: Tap on New mandate, Enter the mandate name > tick the T&C > Tap on continue.
 

Step 5: Enter the mandate details, select verification method from either Debit card or Net Banking and tap on submit.



Note: Mandates created will be active within 2-3 working days. Only active mandates can be used to set up the SIP. 

Step 6: Input the Installment amount and set up the SIP frequency. Tap on “Create AMC SIP” and confirm the same.



Once the SIP schedule is created, it can be seen in the Investments > SIPs.