Q: What are the portfolio contents/Investment Philosophy?

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• Q: What is the difference between Investment Advisory and Portfolio Management Services?

  A: In PMS, the Portfolio Manager manages the entire portfolio, including decision-making and execution. In advisory, the investor executes trades based on advice, using their own discretion.

• Q: What investment benchmarks do you use?

  A: At ActiveInsights, we utilize one of India's most comprehensive equity indices as our performance benchmarks: BSE500TRI The benchmarks have been carefully selected to provide a broad and representative measure of the Indian equity market ...

• Q: Where can I view my portfolio in the app?

  A: You can view your complete portfolio by navigating to the “Composition” tab on selecting “Investment Summary.” Here, you’ll be able to : • View all your holdings along with their current market value. • Track the performance of each investment ...

• 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: Is advisory fee refunded if I withdraw part of my investment?

  A: In case of partial withdrawals, the advance fee will be refunded on a pro-rata basis (from the date of withdrawal to the account anniversary) only if the withdrawn amount is part of the original capital on which the fee was charged. Example 1: If ...