Q: Why is there a difference in the portfolio value between the Samvitti Tattv app and the broker app?
A: The Samvitti Tattv app includes the advisory fee (₹5,00,000 + ₹9600), whereas the broker app reflects only the invested amount and available cash in the funds tab. Additionally:
• The Samvitti Tattv app updates portfolio values daily using the previous day's closing prices. Also the gross rates are considered in Samvitti App
• The broker app shows real-time portfolio gains, leading to variations in displayed values.
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Q: Can I track my portfolio directly on Broker App?
A: Yes, you can monitor your portfolio on Broker app. However, order execution must be done through the app.
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: Will my advisory fee change each year based on my portfolio value?
A: Yes. At the beginning of each annual fee cycle (on the account anniversary date), the capital base is reset to the current portfolio value for the subsequent year, and the fee for the next year is calculated accordingly.
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 I partially sell my portfolio?
A: Yes, you have the flexibility to sell a portion of your portfolio holdings. You may inform us via email to support_ia@samvitticapital.com and we can assist with proportionate selling. Please note that only the trades made through our app are ...