Q: Can I partially sell my portfolio?

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• Q: What are the portfolio contents/Investment Philosophy?

  A: The portfolio consists of 15-25 stocks selected based on various parameters using proprietary quant model SAMVITTI SATTVA.

• Q: Can I track my portfolio directly on Broker App?

  A: Yes, you can monitor your portfolio on Broker app. However, order execution must be done through the app.

• Q: Where can I view my portfolio in the app?

  A: You can view your complete portfolio by navigating to the “Composition” tab on selecting “Investment Summary.” Here, you’ll be able to : • View all your holdings along with their current market value. • Track the performance of each investment ...

• Q: What is the difference between Investment Advisory and Portfolio Management Services?

  A: In PMS, the Portfolio Manager manages the entire portfolio, including decision-making and execution. In advisory, the investor executes trades based on advice, using their own discretion.

• Q: Will my advisory fee change each year based on my portfolio value?

  A: Yes. At the beginning of each annual fee cycle (on the account anniversary date), the capital base is reset to the current portfolio value for the subsequent year, and the fee for the next year is calculated accordingly.