Transforming Investments SEBI Groundbreaking Rs 250 SIP Initiative

In an effort to democratize the benefits of the capital market, the Securities and Exchange Board of India (SEBI) is working on a proposal to popularize Rs 250 Systemic Investment Plans (SIPs). The biggest cost in processing an SIP is the one-time Know Your Customer (KYC) verification, which typically costs Rs 25-35 per client due to its physical mode of execution. SEBI is looking to streamline these costs to make micro SIPs more viable for both investors and fund houses.

 Transforming Investments SEBI Groundbreaking

Transforming Investments SEBI Groundbreaking

According to industry insiders, SEBI will soon release a consultation paper to gather public comments on this initiative. The focus will be on reducing various charges to ensure that these small SIPs don’t burden investors excessively. The goal is to have most of the Rs 250 invested, ideally Rs 245-246, rather than being eaten up by fees.

Currently, some mutual funds offer SIPs as low as Rs 100. However, SEBI aims to standardize Rs 250 SIPs across all mutual funds, making it easier for investors with limited budgets to start investing. SEBI Chairperson Madhabi Puri Buch, who has been advocating for more accessible SIPs, reiterated her confidence in the profitability and inclusivity of this initiative at a recent SBI Mutual Fund event.

Cost reductions, Transforming Investments SEBI Groundbreaking

SEBI is actively discussing cost reductions with various stakeholders, including KYC registration agencies, stock exchanges, banking channels, NPCI, depositories, and mutual fund registrars. Digitizing KYC could bring the cost down to Rs 2-5 per client, significantly lowering the entry barrier for investors. Depositories and banks are also being urged to reduce their verification and mandate charges to support this initiative.

One anonymous exchange official mentioned that exchanges might adopt a special charge structure for micro SIPs, emphasizing that increased volume would eventually offset the costs and benefit everyone involved. Moreover, large mutual funds might consider using execution-only platforms to cut down on long-term costs, despite the initial setup expense.

Fund houses like Aditya Birla Sun Life, Axis Mutual Fund, ICICI Prudential, Nippon, UTI MF, and SBI MF already offer low-ticket SIPs but don’t actively promote them due to high customer acquisition costs. The Rs 250 SIP could become a financial inclusion tool similar to Jan Dhan, allowing more citizens to benefit from the capital market and contribute to the economy’s growth.

With SEBI’s efforts, we might soon see a more accessible and inclusive investment environment, encouraging more people to participate in the capital markets with small but significant investments.

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  1. Groww Account- https://app.groww.in/v3cO/kyrp1zph
  2. Kotak neo Account https://kotaksecurities.ref-r.com/c/i/32531/109103906

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