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 creator’s research and all
other benefits of Equity Baskets such as portfolio tracking, SIP, and the
ability to apply rebalance updates in a tap, etc.
For more details about the
investment process, watch this video.
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 ...
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 ...
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 ...
The subscription charges vary from basket to basket and are decided by the creator. Equity Baskets can be charged in 2 ways; AUM-based or Flat fee-based AUM-based Equity Baskets are charged on the average monthly AUM of one’s portfolio. For e.g. ...
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: ...