> ## Documentation Index
> Fetch the complete documentation index at: https://docs.regnumdigital.co.in/llms.txt
> Use this file to discover all available pages before exploring further.

# Registration of SIP (Systematic Investment Plan)

> Follow these steps to register a SIP from your web portal. 

<Steps>
  <Step icon="user" iconType="duotone" stepNumber={1} titleSize="h3">
    Login

    Log in to your <kbd>Digital Partner Portal.</kbd>
  </Step>

  <Step title="Select the Client" icon="List" iconType="duotone" stepNumber={2} titleSize="h3">
    1. Find the client either from the **Client List** or directly from the **Dashboard**.
    2. Open the client so you are inside their profile/portal view.
  </Step>

  <Step title="Go to Invest Online" icon="octagon-plus" iconType="duotone" stepNumber={3} titleSize="h3">
    From the left-side blue menu, click on **Invest Online**.
  </Step>

  <Step title="Start a New Investment" icon="book-arrow-right" iconType="duotone" stepNumber={4} titleSize="h3">
    Click on **New Investment**.
  </Step>

  <Step title="Choose the Fund" icon="eye" iconType="duotone" stepNumber={5} titleSize="h3">
    In the fund search box, type and select the desired **Fund Name.**
  </Step>

  <Step title="Select Scheme Type" icon="filter" iconType="duotone" titleSize="h3">
    Choose the appropriate **Scheme Type** (e.g., Growth/IDCWs, etc., as available).
  </Step>

  <Step title="Select Payment Mode" icon="money-bill-wheat">
    1. Select the **Payment Mode** (e.g., NACH/eMandate, Net Banking, UPI, as applicable).
    2. Proceed with the next steps on screen to confirm SIP amount, frequency, and start date.
  </Step>

  <Step title="Authenticate " icon="heart" iconType="duotone" titleSize="h3">
    Authenticate using given link on screen or ask client to open the same link which they will recive on email/sms to authenticate.
  </Step>
</Steps>
