Will I be able to create a Buy transaction for my client after canceling a subscription?
there is no restriction on this. However, the client would
not receive any rebalance updates pushed from the creator’s side.
How can my client cancel eMandate linked with an Equity Basket subscription?
One of the payment methods available to subscribe to a fee-based Equity Basket is eNACH where an e-Mandate is created. If client wants to cancel e-Mandate(s) linked with any of the fee-based Equity Basket subscription, a request needs to be raised ...
What are the subscription charges?
The subscription charges vary from basket to basket and are decided by the creator. Equity Baskets can be charged in 2 ways; AUM-based or Flat fee-based AUM-based Equity Baskets are charged on the average monthly AUM of one’s portfolio. For e.g. ...
How can I initiate Cancel / Edit SIP for my client?
· Go to Equity Basket Dashboard · Click on SIP BOOK where you will see all SIPs done in Equity Baskets · Select 'Edit SIP' from the actions available · Confirm Upon successful initiation, the client will get the link ...
Why can my client not sell stocks without authorization?
CDSL based TPIN authorization improves security while selling stocks. Investors who have not submitted a physical copy of their PoA need to authorize their sell orders via e-DIS (Delivery Instruction Slip). It adds an extra layer of security while ...
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 ...