Q: Who are the empanelled brokers for Advisory service?
A: We have successfully completed testing of Smallcase gateway integration with four leading brokers: Zerodha, AngelOne, Upstox and Groww. We are actively working on expanding our integration with other brokers.
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Q: What is ActiveInsights Investment Advisory?
A: ActiveInsights is an advisory product that helps build an active direct portfolio of stocks, aiming to outperform benchmarks in which the clients maintain control by executing trades themselves via our user-friendly mobile application.
Q: How is the advisory fee calculated initially?
A: The initial advisory fee is calculated based on the client’s total capital contribution (initial investment). • Initial Investment: ₹5,00,000 • Advance Annual Advisory Fee: ₹7,500 (excluding GST) • Calculation: ₹5,00,000 × 1.50% = ₹7,500 + 18% GST ...
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: 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: 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 ...