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

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• 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 ...

• Q: How can I add funds or set up a SIP/top-up to my portfolio?

  A: You can add funds to your portfolio either through a lump sum investment or a Systematic Investment Plan (SIP). The minimum amount for both options is ₹5,000 per transaction or per month. After transferring the funds to your broker’s account, ...

• Q: What is the initial amount of investment?

  A: The initial amount of investment for ActiveInsights Advisory would be INR 5,00,000.

• Q: How is the advisory fee calculated for top-ups (Additional Investment)?

  A: Aggregate value of Top-ups crossing the ₹1 lakh threshold will be charged an advisory fee of 1.50% per annum, calculated on a pro-rata basis from the date of the top-up to the client's account anniversary date.

• 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 ...