SIPs Aren’t Just for Retail Investors. Surprised?
We often associate SIPs (Systematic Investment Plans) with small-ticket retail investments—₹5,000 here, ₹10,000 there.
But here’s what many don’t realize:
SIPs can be powerful tools for HNIs too.
In fact, we actively use systematic investing for large portfolios, not for convenience, but as a strategic approach.
Here’s why:
Disciplined Entry:
HNIs often have large sums to deploy. But dumping it all into the market at once? Risky. SIPs allow us to stagger entry over weeks or months, especially useful when valuations are high or volatility is elevated.
Volatility Management:
When markets are swinging, systematic investing helps smoothen the ride. Instead of trying to time the perfect entry (which even pros struggle with), SIPs average out costs and reduce regret.
Customized SIPs:
These aren’t your standard mutual fund SIPs. At Care PMS, we build tailored strategies across PMS, direct equity, for our clients, depending on their goals, risk appetite, and time horizon.
Systematic Investing isn’t limited by ticket size; it’s driven by portfolio discipline.
At CarePMS, we design custom SIP frameworks for HNIs that balance opportunity with caution, so that every rupee is deployed with purpose.
Connect with us for more information!