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Ventura Wealth Clients

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Can Ventura clients automate SIPs in stocks?

No

"Define Your Investment Goals: Identify your financial goals and the time frame for achieving them.
Research and Select Stocks: Conduct thorough research on the companies you want to invest in, considering factors like financials, growth prospects, and industry trends. Alternatively, consider a curated basket of stocks offered by some brokers.
Choose Your SIP Platform: Select a broker that offers Stock SIP functionality and aligns with your investment needs.
Set Up Your SIP: Determine the investment amount, frequency (weekly or monthly), and the duration of your SIP.
Monitor and Rebalance (if needed): Regularly monitor your portfolio performance and rebalance your holdings periodically to maintain your desired asset allocation."

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