Q: Who can invest in this product?

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• Q: What is the Fee charged for the Product?

  A: Under this scheme, the advisory fee is 1.50% per annum, charged in advance for one year. The initial advisory fee is based on the client’s total capital contribution (initial investment). At the time of the next annual fee cycle (on the account ...

• Q: Is an existing broker account valid for this product?

  A: Yes, you need to have an existing active broking account with Zerodha, AngelOne, Upstox and Groww. If you do not currently have one, we recommend opening an account with one of them.

• 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 often can I expect portfolio changes?

  A: This is not a trading calls product. It is an investment advice product, as such typically you will receive a few new changes once every quarter unless there are any exceptional events.

• Q: What are the brokerage and transaction costs involved in this product?

  A: Please be advised that while brokerage fees may vary by broker, all trades are subject to standard statutory charges including STT, Stamp Duty, Exchange charges, SEBI charges, and applicable GST. For detailed fee structures, please consult your ...