Can I start an Systematic Transfer Plan (STP) or Systematic Withdrawal Plan (SWP) investment on FundsGenie?

The Systematic Withdrawal Plan (SWP) investment facility is currently not available on FundsGenie. Please contact a Geojit branch to start an investment offline. 

To start a Systematic Transfer Plan (STP) on FundsGenie :

Step 1. Log in to FundsGenie and go to My Portfolio

Step 2. Select More next to the desired fund name under My Investments / Investments Outside Geojit

Step 3. Click STP

Step 4. Enter the required STP Amount, Order Type (Physical / Demat)Investment Frequency, Investment Day (Date) & Tenure > Proceed

Step 5. Select the fund you wish to switch/transfer to > Proceed

If your order type is Physical, you will be required to authenticate the order through the email/SMS sent to your contact details registered with the folio.

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