Checklist · Practical Resources

Starting Smart SIPs

A step-by-step checklist for setting up your first Systematic Investment Plan in ETFs — from foundational preparation through to ongoing discipline.

What's Inside

✓Before You Invest — Foundational Steps (5 items)

✓Account Setup — Demat, KYC, Bank Linkage (4 items)

✓Choosing Your ETFs — Selection Criteria (5 items)

✓Setting Up the SIP — Execution (4 items)

✓Ongoing Discipline — Habits That Build Wealth (4 items)

Before You Invest — Foundational Steps (5 items)

Emergency fund, insurance, debt management, risk profiling, goal setting

Account Setup — Demat, KYC, Bank Linkage (4 items)

KYC completion, broker selection, bank linkage, nominee setup

Choosing Your ETFs — Selection Criteria (5 items)

Index selection, TER, tracking error, AUM, bid-ask spread

Setting Up the SIP — Execution (4 items)

SIP date, order types, automation, allocation split

Ongoing Discipline — Habits That Build Wealth (4 items)

Review frequency, continuation through downturns, step-ups, rebalancing

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⚠️ These resources are for informational purposes only — not legal, tax, or investment advice. Always consult qualified professionals before making financial, legal, or estate planning decisions. SEBI Reg. INA000018018.