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 market movements.
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Q: Will withdrawals affect the advisory fee?
A: Yes. At each anniversary date, the capital base is reset after accounting for any withdrawals. The fee for the next cycle is based on the net portfolio value.
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 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: Who will execute the orders?
A: You will execute the orders via our app through the smallcase gateway.
Q: Will my advisory fee change each year based on my portfolio value?
A: Yes. At the beginning of each annual fee cycle (on the account anniversary date), the capital base is reset to the current portfolio value for the subsequent year, and the fee for the next year is calculated accordingly.