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)
  1. SUBMIT
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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