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Systematic Equity Plan (SEP)

Systematic Equity Plan (SEP) allows you to invest a pre-specified sum of money or buy a pre- specified quantity of shares in a consistent manner. Adding to your portfolio on a regular basis helps you unleash the power of compounding and achieve your financial goals faster. You can automate your equity investments by setting up an SEP. You just need to select the stock, the frequency, the duration of SEPs, the commencement date and the rest shall be done by us.

You can now place SEPs at the click of a button with our One Click Portfolios. Know More.

New Features

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Pause

You can now Pause your SEP for certain number of installments until ytou are ready to start again.

Cashless trading

Same day SEP Trigger

With this new feature, you can now start your SEPs on the same day or next day.

Cashless trading

Auto Renew

With Auto-Renewal function, you can ensure that your SEPs start again automatically on completion of previous ones.

Cashless trading

Till Cancellation

SEP Till Cancellation gives you the freedom to keep investing regularly and gets cancelled only when you desire

Cashless trading

Step Up

Increase your installment amount or quantity periodically to invest more and reach closer to your investment goals.

Videos

What is an SEP
How to place an SEP

SEP Calculator

You can now calculate the future value of your SEPs with our SEP Calculator.

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Expected end value of SEP based on your inv.*@

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Testimonials

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I have been placing SEPs in Golden Stocks Portfolios and the returns have been quite impressive. I also like the ease with which investments are done in a disciplined manner through minimum intervention.

– Sangeeta Jain

testimonials1

SEP is a wonderful product that helps you inculcate the habit of investments at regular intervals. I found the feature of auto renewal very impressive wherein my SEP are renewed automatically in a hassle free manner.

– Alok Mukherjee

FAQs

SEP is a product using which you can place buy orders for a pre - specified amount or for a pre - specified quantity in scrips of your choice at regular intervals over a period of time as selected by you. For instance, you can select a SEP for a period of say 6 months to invest 2000 per month/ other permitted frequency in shares of BHEL or alternatively you can choose to buy 10 shares of BHEL every month/ other permitted frequency through SEP.
Unlike in the cash segment, where you have to time the market to make gains, SEP helps you to bring down your average cost of acquisition of shares due to the averaging principle.
SEP eliminates the need for you to actively track the market and helps in distributing your investment over a period of time.
An SEP Request is an online instruction placed by you on www.icicidirect.com authorising I-Sec to place buy orders in your account as per the details specified by you.
You do not need to allocate funds for placing an SEP as funds are auto debited from your linked bank account.
Frequency means the time interval, after the start date, with which you wish SEP orders to be placed in your account. Depending on the frequency selected by you, I-Sec will place SEP orders at the defined intervals after the start date for the total period specified by you.
You may select either Amount based SEP request or Quantity based SEP request. You can indicate your choice by selecting the desired option under the field "SEP Type" at the time of placing the SEP request.
Amount based SEP is a SEP type wherein a fixed amount (or approximately the same) is invested in your desired scrip at each frequency.
In case of Amount based SEP, you need to specify the amount to be invested in the scrip at your desired frequency. The amount specified by you should be equal to or above the minimum amount defined by I-Sec. The shares will be purchased at market price and the quantity will be decided using the formula SEP/Market Price
Quantity based SEP is a SEP type wherein a fixed quantity of shares of your desired scrip is purchased at each frequency.
In case of Quantity based SEP, the quantity would be as specified by you and would be fixed while placement of orders as per your desired frequency. The order value would be calculated based on the market price of the scrip prevailing in the market at the time of order placement.
You can place an SEP by logging into our website and selecting Systematic Equity Plan under Place Oder Tab – Equity. The key details such as stock name, SEP Type, Exchange and duration need to be filled.
No, additional charges are incurred for placing SEPs. You will be charged brokerage for SEP Segment as per your pricing plan.
Yes, SEPs can be modified or cancelled anytime through SEP Request Book.
Yes, auto renewal is available for SEPs. However, if you wish, you can cancel auto renewal anytime.
Yes, you can check the future value of SEPs on our portal. You need to enter the stock name and the quantity/amount. You can choose the tenure of SEPs and the expected rate of return basis which the future value of your investments will be shown.
Step Up is a feature that will increase your Equity SEP (Systematic Equity Plan) amount/quantity periodically by an amount or a quantity at a set interval as defined by you. If you have chosen “Amount” type while placing SEP request, then you are allowed to enable step up with Amount only. Same will be applicable in case of “Quantity” type SEP request. You can avail of this feature at the time or order placement.
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