Can I start an SIP in Equity Baskets for my clients?
Yes. There are 2 ways to start an SIP in an Equity
1. Your client can setup an SIP along with the First
Time Buy transaction in an Equity Basket.
2. After first time Buy transaction, you can
initiate an SIP registration request for the client. Your client can start the SIP
mentioning the SIP Amount, the Start Date and the Frequency (Weekly,
Fortnightly, Monthly or Quarterly).
💡 Good to know: SIPs are not
automatically executed. The client will be notified when SIP is due.
How do Equity Baskets work?
There are 3 parts to understand this: 1. Investing Your clients invest in Equity Baskets by using funds in their Broker account. They can either start an SIP or do a lump-sum investment. All invested Equity Basket constituents will be added to ...
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 · ...
How to initiate an order in Equity Baskets?
Order in Equity Baskets can be initiated for clients following below steps: Go to Equity Basket details screen Click on PLACE ORDER Select Client Select Order Type (Buy/Sell/Start SIP) SUBMIT Upon successful initiation, Client will get the link on ...
Why should my clients invest in Equity Baskets?
Equity Baskets are the easiest way to buy & manage multiple portfolios of stocks/ETFs. · Simple & versatile: Equity Baskets are based on relatable ideas and strategies which are easy to understand. · Diversified: Investing in multiple ...
What is Manual SIP and Auto SIP?
Client can setup 2 types of SIPs in Equity Baskets. Manual SIP and Auto SIP. · Manual SIP : On SIP setup screen, the client can enter SIP amount lesser than the minimum investment amount of the Equity Basket & the system will do the heavy ...