WeSIP, You save. We Secure
We aim to fulfil our long-term goals through steady accumulation of appreciating assets by way of an SIP into equity funds. However, if the markets correct significantly or we are not able to save, due to a life event, then the goals may remain unfulfilled.
WeSIP helps us mitigate both risks
Portfolio Risk Management
As valuations become expensive, market risks increases. WeSIP recognises this uniquely and shifts the accumulated corpus into a liquid fund in stages, while continuing to invest the SIP amount in the underlying equity fund.
This helps avoid potentially big losses on accumulated corpus, while achieving rupee cost averaging of an SIP
Life Risk Management
50x of monthly SIP amount as complimentary Life Insurance cover for the 1st year of the start of an SIP
100x of monthly SIP amount as complimentary Life Insurance cover from 2nd year of SIP till age 46