Q: Will you manage existing holdings if provided with Broking account details?

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• Q: How many days will it take to open a broking account and how?

  A: It takes around 2-3 working days to open a broking account, after submission of the accurate documents.

• 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: 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: 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: Will I get contract notes for all my trades?

  A: Yes, you will get the contract notes of all the trades, recommended by us and also the trades which you have placed personally through your broking app.