Q: Can Samvitti execute trade recommendations on my behalf if I am unavailable?

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• 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: Until when will the recommendations be available?

  A: Recommendations remain available until 3:30 PM (during market hours) on the day they are triggered.

• Q: Who will execute the orders?

  A: You will execute the orders via our app through the smallcase gateway.

• Q: What happens if I do not act on the recommendations after paying the Advisory fee?

  A: If no action is taken on the recommendations within 30 calendar days from the date of activation, the Advance advisory fees for one year will be refunded, while the account opening charges will remain non-refundable.

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

  A: Yes, existing PMS account holders with Samvitti can open an Investment Advisory Account.