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 or sold then the entire portfolio equation can go for a toss.
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Q: Who will execute the orders?
A: You will execute the orders via our app through the smallcase gateway.
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 I receive dividends for the stocks invested?
A: All the recommended stocks bought will be credited in your Demat account and all the dividends will be directly credited to your demat linked bank account.
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: 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 ...