Q: Can existing PMS account holders with Samvitti open an Investment Advisory Account?

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• Q: Can existing Mutual Fund holders with Samvitti open an Investment Advisory Account?

  A: No, as per current Securities and Exchange Board of India (SEBI) regulations, mutual fund regular mode investors are not permitted to invest in ActiveInsights. However, the mutual fund investors with direct mode can invest in ActiveInsights ...

• Q: When does Samvitti start sending investment recommendations to clients?

  A: We begin sending investment recommendations on the same working day after receiving the Account opening charges and Advance advisory fees for one year from the investor.

• Q: Is an existing broker account valid for this product?

  A: Yes, you need to have an existing active broking account with Zerodha, AngelOne, Upstox and Groww. If you do not currently have one, we recommend opening an account with one of them.

• Q: Will you manage existing holdings if provided with Broking account details?

  A: No, we will not manage the existing holdings under this product as this is an advisory product and only the stock recommendations will be provided.

• Q: How many days will it take to open a broking account and how?

  A: It takes around 2-3 working days to open a broking account, after submission of the accurate documents.