Questions on Momentify SIP
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Two Questions/suggestions -
- 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.
- 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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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.