{"id":29389,"date":"2026-10-28T11:00:44","date_gmt":"2026-10-28T11:00:44","guid":{"rendered":"https:\/\/www.samco.in\/help-support\/?post_type=ht_kb&#038;p=29389"},"modified":"2026-10-28T11:18:41","modified_gmt":"2026-10-28T11:18:41","slug":"how-can-i-use-the-sip-calculator-and-invest-from-it-for-a-client-on-the-partner-portal","status":"publish","type":"ht_kb","link":"https:\/\/www.samco.in\/help-support\/article\/how-can-i-use-the-sip-calculator-and-invest-from-it-for-a-client-on-the-partner-portal\/","title":{"rendered":"How can I use the SIP Calculator and invest from it for a client on the Partner Portal?"},"content":{"rendered":"\n<p>The SIP Calculator helps you show a client how their money could grow. It also covers Lumpsum, Step-Up SIP, SWP and STP.<\/p>\n\n\n\n<p><strong>Where to find it: <\/strong>Dashboard &gt; SIP Calculator<\/p>\n\n\n\n<p><strong>Steps<\/strong><\/p>\n\n\n\n<ul type=\"1\"><li>On your Dashboard, click SIP Calculator.<\/li><li>Choose the calculator type: SIP, Lumpsum, StepUp SIP, SWP or STP.<\/li><li>Set the amount, expected return rate and time period.<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" src=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-35.png\" alt=\"\" class=\"wp-image-29391\" width=\"549\" height=\"373\" srcset=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-35.png 502w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-35-300x204.png 300w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-35-50x34.png 50w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-35-320x217.png 320w\" sizes=\"(max-width: 549px) 100vw, 549px\" \/><\/figure><\/div>\n\n\n\n<ul type=\"1\"><li>Review the Total Value, Invested Amount and Estimated Returns.<\/li><li>Click Invest Now to go ahead with an investment.<\/li><\/ul>\n\n\n\n<p><strong>Good to know<\/strong><\/p>\n\n\n\n<ul><li>Returns shown are estimates based on the rate you enter and are not guaranteed.<\/li><\/ul>\n","protected":false},"author":65,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht_kb_category":[3025],"ht_kb_tag":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29389"}],"collection":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/users\/65"}],"replies":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/comments?post=29389"}],"version-history":[{"count":1,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29389\/revisions"}],"predecessor-version":[{"id":29393,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29389\/revisions\/29393"}],"wp:attachment":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/media?parent=29389"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_category?post=29389"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_tag?post=29389"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}