Keep every SIP running through good months and bad.
SIP Desk tracks every systematic plan in your book: SIPs, STPs and SWPs, their mandates, end dates and instalment status. Renewals due this month, failed instalments and paused plans appear on one screen with the client and the reason.
SIP Desk · November
1,642 active SIPs · ₹48.6 L monthly
Kavita Rai
Failed · insufficient balance₹5,000 · Flexi Cap
Imran Siddiqui
Renewal due 12 Nov₹10,000 · Large Cap
Neha Pandey
Pause requested · review call₹3,000 · ELSS
Suresh Chauhan
Monthly SWP · 41 left₹25,000 SWP · Hybrid
What it does
Everything SIP Desk keeps in order.
Renewals ahead of time
SIPs ending in the next 30, 60 and 90 days are listed with the client, amount and scheme, so renewal is a planned call.
Failed instalments
Bounced instalments are shown with the bank reason, such as insufficient balance or mandate expired, and the count of misses in a row.
STP and SWP tracking
Transfers and withdrawals are tracked with source, target and remaining tenure, including SWPs that fund a retired client's monthly needs.
Mandate status
Bank mandates with their limits and expiry, so a new SIP is not set up against a mandate about to lapse.
Pause and stop requests
Requests to pause or stop are logged with the client's stated reason and a follow-up date for a review call.
SIP book health
Active SIP count, monthly SIP amount and continuation rate for the practice, by advisor and by month.
How it works
A routine your whole team can follow.
- 01
Sync your SIPs
SIP registrations and instalments come in with your RTA imports and are linked to each client.
- 02
Work the month
Open SIP Desk at the start of the month to see renewals and failures assigned to each advisor.
- 03
Call and record
Log the outcome of each renewal call. Renewed plans move to the active list.
- 04
Watch continuation
Track how many SIPs are still running six and twelve months after registration.
Does SIP Desk process transactions?
No. Transactions are placed through your existing platform, such as the exchange platforms or AMC portals. SIP Desk tracks status and reminds you.
How are failed instalments detected?
From the rejection details in your RTA imports. Each failure is shown with the reason reported by the bank.
Can clients see their SIP status?
Yes. On the 10 Years plan, clients can see their active SIPs and next instalment dates in the client app.