Will I be able to create a Buy transaction for my client after canceling a subscription?

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• 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 ...