How do Equity Baskets work?
3 parts to understand this:
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 their Demat accounts.
and your client can track performance, dividends and evaluate the portfolio for
You can see details of every stock, so you know where their money is at all
have complete control on their investments. See and review rebalance updates,
edit SIP etc.
💡 Good to
are no lock-in periods in Equity Baskets. Like stocks, your clients can sell
them whenever you want. We only support stocks/ETFs listed on NSE.
How does an SIP work in Equity Baskets?
Understanding the SIP Algorithm with an example: The below table shows the composition on the day of investment and on the 1st SIP instalment. The change in weights is due to the change in stock prices over time. Please note: To simplify, we have ...
Who manages Equity Baskets?
Equity Baskets are created and managed by Registered Investment Advisors (RIAs) who are SEBI-registered professionals.
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 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 ...
How are Equity Baskets different?
Easy to use · Buy/sell multiple stocks in 1 click — Place orders for up to 50 stocks in a single click and save time. · Easy tracking & managing — Track investment's performance inclusive of corp. actions & dividends. · No ...