Can Non-Individual Category Clients invest/Transact in EB.
Non-Individual Category Clients cannot Invest/Transact in EB.
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 ...
How is the referral fees paid out for my clients’ investments?
Your clients are charged the advisory fee directly by the basket creators. Fintso collects the referral fees owed to you from all the basket creators and pays it out to you on or before the 30th of every month for the payment received from clients in ...
Can I start an SIP in Equity Baskets for my clients?
Yes. There are 2 ways to start an SIP in an Equity Basket. 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 ...
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 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 ...