You can follow these simple steps:
Step 1. Click on the Investments section (bottom of the screen).
Step 2. Click on “Invest” under the “Quick Access” tab.
Step 3. Select (and click on) any fund of your choice, and click on "Invest" (at the bottom of the screen).
Step 4. Select if you want to invest through SIP (monthly) or through Lumpsum (one-time investment).
If you select SIP, Select the date (and month) from when you want to start the SIP, the amount to be invested monthly, and confirm the SIP.
If you select Lumpsum, enter the amount you want to invest > Review > Confirm and Pay.
Important Notes:
1. If you wish to invest through SIP, and if you do not have an auto-pay set up already, then you will be prompted to set it up (unless you already have it/have it paused/if your SIP amount is higher than Rs. 1 Lakh or if your bank does not support auto-debits) before you can confirm the SIP details.
Some banks like Equitas approve the e-mandate (auto-pay) instantly. Some banks may take up to 3-5 business days to approve. Till your auto-pay gets approved, you can make the investments using net banking/UPI.
2. Investments via SIP can be made only through Auto-pay (you can stop SIPs whenever you want). Investment through lumpsum can be made via Net banking, UPI, Auto-pay, or Direct debit (option to invest by just using OTP - this may or may not be available for you depending on your savings account KYC status, and transfer limits - daily, monthly, etc)
3. We also have some ready-made collections for you to choose your funds from, such as Top rated funds, international funds, Gold funds, Index funds, funds with SIP as low as Rs. 100, etc. You can check these out too :)