Which are the broker platforms currently live with Fintso?
Equity Baskets are currently available on the following brokers:
2. Axis Securities
5. HDFC Securities
8. Kotak Securities
10. Alice Blue
11. Angel One
14. Motilal Oswal
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 ...
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 ...
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 · ...
Why are some or all orders are unfilled?
Here are some common scenarios where the order(s) end up being Unfilled/Partially Filled: · Stocks Sold on Broker Platform – If client has sold the Equity Basket stocks directly on broker platform, this information is not updated in Fintso ...
Can I create my own Equity Basket?
No, only curated Equity Baskets managed by Registered Investment Advisors are available on Fintso.