Why should my clients invest in Equity Baskets?
Baskets are the easiest way to buy & manage multiple portfolios of
Simple & versatile: Equity Baskets are based on
relatable ideas and strategies which are easy to understand.
Diversified: Investing in multiple stocks
protects your clients against volatility in a specific stock, making these
baskets less risky. With ETFs, your client can also diversify your investment
between different asset classes.
Managed by experts: Equity Baskets are created
and managed by Registered Investment Advisors – RIA (SEBI registered
professionals). Fintso partners with the most reputed RIAs and brings these
baskets to your clients.
No Lock-Ins & Full Control: Your
clients have full ownership on your Equity Baskets. There are no lock-ins.
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 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 are Equity Baskets different?
Easy to use · Buy/sell multiple stocks in 1 click — Place orders for up to 50 stocks in a single click and save time. · Easy tracking & managing — Track investment's performance inclusive of corp. actions & dividends. · No ...
Who manages Equity Baskets?
Equity Baskets are created and managed by Registered Investment Advisors (RIAs) who are SEBI-registered professionals.
How to initiate an order in Equity Baskets?
Order in Equity Baskets can be initiated for clients following below steps: Go to Equity Basket details screen Click on PLACE ORDER Select Client Select Order Type (Buy/Sell/Start SIP) SUBMIT Upon successful initiation, Client will get the link on ...