I currently have existing SIPs that I am investing thru an agent. However, I would ideally like these “offline” SIPs to be migrated under Zerodha Coin. Can someone help me out with the process to be followed here? Thanks.
You cannot switch between an ongoing regular plan to direct plan, this is not allowed as your regular plan is already linked to an agent. You will have to close the SIPs in the regular plan and start fresh with direct.
Also, please do make sure you are not paying an exit load when you are closing your SIPs in regular plan. You may want to do plan the switch well to avoid paying the exit load.