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

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• Q: Why is there a difference in the portfolio value between the Samvitti Tattv app and the broker app?

  A: The Samvitti Tattv app includes the advisory fee (₹5,00,000 + ₹9600), whereas the broker app reflects only the invested amount and available cash in the funds tab. Additionally: • The Samvitti Tattv app updates portfolio values daily using the ...

• 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: Can I execute trades directly on broker platform using a desktop?

  A: Our services are exclusively available through our mobile app, and we do not offer a desktop version of the application.

• Q: Can I partially sell my portfolio?

  A: Yes, you have the flexibility to sell a portion of your portfolio holdings. You may inform us via email to support_ia@samvitticapital.com and we can assist with proportionate selling. Please note that only the trades made through our app are ...

• Q: How long does it take for a client's portfolio to be updated in the mobile app after they have been onboarded?

  A : The portfolio in the mobile application is updated on the next day from the account activation day, once the back office system completes its updates. For example: If you have executed orders on T day, the mobile app will be updated on the T+1 ...