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 day afternoon, till then it looks like below:

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• 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: Can I view my portfolio and performance appraisal reports online?

  A: Investors can view their portfolios via our mobile app with information updated daily based on the previous day’s closing prices.

• 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: How long does it take for a top-up amount to be processed and added to my portfolio?

  A: Top-ups made before 3:00 PM on a working day will be considered for the same day. However, any top-ups made after 3:00 PM will be considered for the next working day.

• 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 ...