Q: Is an existing broker account valid for this product?

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• Q: Can existing PMS account holders with Samvitti open an Investment Advisory Account?

  A: Yes, existing PMS account holders with Samvitti can open an Investment Advisory Account.

• Q: Will you manage existing holdings if provided with Broking account details?

  A: No, we will not manage the existing holdings under this product as this is an advisory product and only the stock recommendations will be provided.

• Q: Who can invest in this product?

  A: Any resident individual or corporate, subject to risk profiling and suitability can invest in this product. NRIs can also invest in this product, provided you have an active Broking NRI account.

• 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 existing Mutual Fund holders with Samvitti open an Investment Advisory Account?

  A: No, as per current Securities and Exchange Board of India (SEBI) regulations, mutual fund regular mode investors are not permitted to invest in ActiveInsights. However, the mutual fund investors with direct mode can invest in ActiveInsights ...