Q: How often Do I need to review and Update my Financial Plan?
A: This is an individual portfolio created out of the funds you allocate to ActiveInsights. Your overall portfolio and financial plan is not in the scope of this advisory.
Related Articles
Q: How often can I expect portfolio changes?
A: This is not a trading calls product. It is an investment advice product, as such typically you will receive a few new changes once every quarter unless there are any exceptional events.
Q: What data do I need to provide in risk profiling?
A: Questions focus on the suitability of your risk profile compared to the product's, including investment time frame and ability to handle volatility/capital loss.
Q: Is an existing broker account valid for this product?
A: Yes, you need to have an existing active broking account with Zerodha, AngelOne, Upstox and Groww. If you do not currently have one, we recommend opening an account with one of them.
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 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, ...