When an Equity Basket held by a client has undergone a rebalance, an order for Rebalance will get created by Fintso automatically and the client will be notified by email and through an app notification. Once the client proceeds with the execution: ...
· 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 ...
During a rebalance order, some transactions are also suggested in some stocks along with the manufacturer's buy/sell suggestions. This is done to match the model portfolio weightage (there could be some minor deviation in weightage due to price ...