Q: Do I have the discretion to reject any recommendation?
A: As per investment advisory agreement, investors have the discretion to ignore any specific advice, however given the portfolio approach taken, it is recommended that they follow all advice and allocation as recommended to avoid sub-optimal outcomes.
Related Articles
Q: What happens if I do not execute a recommendation on the first day it was triggered?
A: If a recommendation is not executed on the first day, it will be re-triggered on the next working day.
Q: Will I receive a reminder before my fee is refunded due to not acting on a recommendation?
A: Yes, a reminder email will be sent two days before the 30-day timeline, informing you about the need to act on a recommendation to continue receiving them.
Q: How does it work?
A: A recommendation will be triggered to the app via Samvitti dashboard. • The recommendations will be notified via Whatsapp, email, app notification & SMS. (Click on the Image to enlarge) • You will be able to see the recommendation in the app and ...
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: 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.