Can I create my own Equity Basket?

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• How does an Equity Basket subscription work?

  Equity Basket subscriptions are required by users to view the constituent stocks/ETFs as created by SEBI registered professionals as well as to invest in the same. The subscribed clients will also receive periodic rebalance updates based on the ...

• What are the various terms associated with an Equity Basket?

  Understand the terms associated with each Equity Baskets before making an investment.   ·         Rationale: Each Equity Basket has a principle or reason to help you understand why your clients should invest in it.   ·         Volatility: ...

• How can my client cancel eMandate linked with an Equity Basket subscription?

  One of the payment methods available to subscribe to a fee-based Equity Basket is eNACH where an e-Mandate is created.   If client wants to cancel e-Mandate(s) linked with any of the fee-based Equity Basket subscription, a request needs to be raised ...

• Client's Equity Basket current value and Broker values don’t match, how is this possible?

  The difference in the method for calculating Average Buy Price (ABP): ·         On the broker platform, the ABP is calculated using FIFO (first in, first out) for tax liability ·         For Equity Basket, the simple average method is adopted for ...

• What are Equity Baskets?

  Equity Baskets are modern investment products that help you build alow cost, long term and diversified portfolio for your clients. · Each Equity Basket is a professionally managed basket of stocks or ETFs that reflects a strategy, idea or theme · ...