How to unsubscribe Equity Basket portfolio:
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 ...
Client's Equity Basket current value and Broker values don’t match, how is this possible?
The difference in the method for calculating Average Buy Price (ABP): · On the broker platform, the ABP is calculated using FIFO (first in, first out) for tax liability · For Equity Basket, the simple average method is adopted for ...
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 do Equity Baskets work?
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 ...
What are the various terms associated with an Equity Basket?
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: ...