How to initiate an order in Equity Baskets?

How to initiate an order in Equity Baskets?

Order in Equity Baskets can be initiated for clients following below steps:
  1. Go to Equity Basket details screen
  1. Click on PLACE ORDER
  1. Select Client
  1. Select Order Type (Buy/Sell/Start SIP)
Upon successful initiation, Client will get the link on email and Notification on Client App for transaction execution.

For more details about the investment process, watch this video.

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