Understanding Equity Baskets
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 your client exit an Equity Basket? Is there a lock-in?
When your client invests in Equity Baskets, they are essentially investing in equity traded on the exchange. Due to market movements, stock prices may go up or down. It is important to remember that equities are more rewarding when invested for ...
How can your client exit an Equity Basket? Is there a lock-in?
When your client invests in Equity Baskets, they are essentially investing in equity traded on the exchange. Due to market movements, stock prices may go up or down. It is important to remember that equities are more rewarding when invested for ...
What are the various terms associated with an Equity Basket?
Understand the terms associated with each Equity Baskets before making an investment. · Rationale: Each Equity Basket has a principle or reason to help you understand why your clients should invest in it. · Volatility: ...
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 ...
Who manages Equity Baskets?
Equity Baskets are created and managed by Registered Investment Advisors (RIAs) who are SEBI-registered professionals.
How are Equity Baskets taxed?
For Equity Baskets of stocks, the taxes are the same as equities. The same taxation guidelines that apply for stocks apply for Equity Baskets as you're eventually holding them in single stocks format. 1. Short Term Capital Gains (STCG) - ...
What are the fees charged?
Transaction costs &charges for investing in Equity Baskets is different for different brokers, youcan refer the charges for each broker here: 5 Paisa Aliceblue Angel One Axis direct Dhan Edelweiss Fundzbazar Groww HDFC Securities ICICI Direct IIFL ...
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 ...
Why should my clients invest in Equity Baskets?
Equity Baskets are the easiest way to buy & manage multiple portfolios of stocks/ETFs. · Simple & versatile: Equity Baskets are based on relatable ideas and strategies which are easy to understand. · Diversified: Investing in multiple ...
Which are the broker platforms currently live with Fintso?
Equity Baskets are currently available on the following brokers: 1. 5Paisa 2. Axis Securities 3. Dhan 4. Groww 5. HDFC Securities 6. ICICIdirect 7. IIFL 8. Kotak Securities 9. Zerodha 10. ...
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 · ...