How does a rebalance get done?

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• Why is the rebalance order suggesting changes to the stocks which are not added/dropped in the rebalance update?

  During a rebalance order, some transactions are also suggested in some stocks along with the manufacturer's buy/sell suggestions. This is done to match the model portfolio weightage (there could be some minor deviation in weightage due to price ...

• What should be done when Orders are Unfilled?

  In such a scenario, Fintso will automatically create an order for the client to fix the gaps. Client will be notified by an email and app notification to complete the execution. The order type for such orders will be 'Fix'.   Once the client proceeds ...

• Client’s available funds in the Trading Account are low to place the order, what should be done?

  In the absence of sufficient funds in trading account, the client needs to add funds and the order should be placed again

• My client’s holdings show stocks that they don't hold any longer, what should I do?

  Client should not sell the stocks in Equity Baskets directly on the broker platform or any platform outside Fintso as: ·         Fintso platform doesn’t receive any transactions done outside Fintso platform ·         Holdings would continue to show ...

• How can I initiate Cancel / Edit SIP for my client?

  ·         Go to Equity Basket Dashboard ·         Click on SIP BOOK where you will see all SIPs done in Equity Baskets ·         Select 'Edit SIP' from the actions available ·         Confirm ​Upon successful initiation, the client will get the link ...