Q: Until when will the recommendations be available?

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• Q: What happens if I do not act on the recommendations after paying the Advisory fee?

  A: If no action is taken on the recommendations within 30 calendar days from the date of activation, the Advance advisory fees for one year will be refunded, while the account opening charges will remain non-refundable.

• Q: Can Samvitti execute trade recommendations on my behalf if I am unavailable?

  A: We do not provide execution services. If you are unavailable, please notify us via email when you are ready to execute trades, and we will promptly share the necessary recommendations.

• 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 will execute the orders?

  A: You will execute the orders via our app through the smallcase gateway.

• Q: When does Samvitti start sending investment recommendations to clients?

  A: We begin sending investment recommendations on the same working day after receiving the Account opening charges and Advance advisory fees for one year from the investor.