A: In the event of quarterly settlement, any free cash within the advisory portfolio is transferred from the broker account to your bank account. You may transfer back the same amount to your broker account to be in sync with model portfolio. If the ...
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 ...
A: Quarterly Reports: Detailed portfolio and performance reports will be mailed to investors on a quarterly basis. Capital Gains Reports: For accuracy in tax reporting, we recommend that investors obtain capital gains reports directly from their ...
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 ...