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.
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• You will be able to see the recommendation in the app and by clicking - view recommendations, the screen will display you the stocks recommended and “click here to execute button”.
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• On
clicking the “Click here to execute”, will redirect you to the small case gateway,
where you can choose your broker id to login to the gateway.
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• The recommended stocks
will be shown in
the gateway for the execution.
· • The last step will be Place order, which
will execute the recommendations in you broker account.
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Q: How will the new capital-reset model work?
A: Your portfolio value on the account anniversary date of your account each year will serve as the baseline. The advisory fee for the next 12 months will be calculated as a percentage of that baseline value. Fees will no longer fluctuate daily with ...Q: What will happen if I do not execute the order popped to me?
A: If you are out of sync from the recommended portfolio, the product will not work as designed and will lead to sub-optimal outcomes. In portfolios most of the times, the higher returns will come from a few stocks and if those stocks are not bought ...Q: How quickly can I expect support?
A: We will assist you within one working day.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: Who are the empanelled brokers for Advisory service?
A: We have successfully completed testing of Smallcase gateway integration with four leading brokers: Zerodha, AngelOne, Upstox and Groww. We are actively working on expanding our integration with other brokers.