Placing Orders
Can orders be placed After Market Hours?
It depends on broker to broker. Below is the list of brokers supporting After Market Orders (AMOs) and the timings for the same: Broker AMOs allowed ? AMO Timings 5Paisa Yes 4:30pm to 9am Axis Securities Yes 6:15pm to 9am Dhan Yes 4:30pm to 9am Groww ...
What is Manual SIP and Auto SIP?
Client can setup 2 types of SIPs in Equity Baskets. Manual SIP and Auto SIP. · Manual SIP : On SIP setup screen, the client can enter SIP amount lesser than the minimum investment amount of the Equity Basket & the system will do the heavy ...
Can I create my own Equity Basket?
No, only curated Equity Baskets managed by Registered Investment Advisors are available on Fintso.
What is rebalancing and why is it important?
Rebalancing is the process of periodically reviewing Equity Basket by their creators. It ensures that the Equity Basket continues to reflect the original idea. Your clients should review and apply the update as they receive them. Please Note: ...
Can I add or remove stocks from Equity Basket on my own?
No, the constituents are managed by the basket manufacturer. The manufacturer ensures that the basket is periodically rebalanced.
Is there a lock-in? What is a partial exit?
There are no lock-in periods, you can exit Equity Basket anytime. As a concept however, Equity Baskets work best when used for long-term investing Your client can either exit wholly or partially Partial Exit Partial exit is a feature that ...
How does an SIP work in Equity Baskets?
Understanding the SIP Algorithm with an example: The below table shows the composition on the day of investment and on the 1st SIP instalment. The change in weights is due to the change in stock prices over time. Please note: To simplify, we have ...
Can I start an SIP in Equity Baskets for my clients?
Yes. There are 2 ways to start an SIP in an Equity Basket. 1. Your client can setup an SIP along with the First Time Buy transaction in an Equity Basket. 2. After first time Buy transaction, you can initiate an SIP registration request for ...
What are the types of exchange orders on Equity Baskets?
When your client completes the order, the constituents get executed as CNC market orders with IOC validity. · CNC – Cash and Carry which is the order type for delivery equity · IOC – Immediate or Cancel Validity. The order will either ...
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 ...