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Questions on Momentify SIP

Scheduled Pinned Locked Moved Momentum
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  • P Offline
    P Offline
    Partha Basak
    wrote on last edited by
    #1

    Two Questions/suggestions -

    1. It would be beneficial to have a SIP option with step-up capability, along with the ability to add lump sum amounts when we have surplus funds in Momentify.
    2. Is there a way to transfer an existing investment strategy to a completely new one within Momentify? Need to shift universe.
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  • Prashant Shah Offline
    prashant.shah26@gmail.comP Offline
    Prashant Shah
    wrote on last edited by
    #2

    1 - We are working on both.
    2 - You can modify strategy conditions. Shifting universe is very tricky. Better to stop the existing strategy and start new strategy with the same funds.

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