Subscription based Equity Baskets Ideas
How are these portfolios taxed?
When you invest in portfolios through 5Paisa, the stocks are credited to your Demat account, similar to direct stock purchases on the exchange. The profits you accrue are subject to capital gains tax, determined by the duration for which you hold the ...
Is there a minimum net worth to start investing with Subscription based equity baskets?
No, there is no minimum net worth requirement to begin investing with Subscription based equity baskets. Using 5Paisa, you can access professionally managed portfolios, expert advice, and a variety of investment strategies tailored to your financial ...
How do you track the performance of your investment?
You can track the following essential metrics to effectively monitor your investment’s performance, particularly smallcase baskets: Money Put In: This represents the total capital you have invested since the beginning of your investments. It is the ...
What is rebalance and why is it important?
Rebalancing is the act of adjusting your portfolio’s asset allocation to maintain the desired risk-return level. This is important because some investments may outperform others over time, thus causing your portfolio to drift from its target ...
What are the charges applicable for investing in Subscription based equity baskets?
Subscription based equity baskets is managed by renowned managers who charge fees for their research, known as Subscription Fees. These fees grant access to view the stocks in the portfolio before investing. Each manager sets different fees for ...
Is it related to smallcase?
The portfolio advisory service from 5paisa is a fee-based offering accessible through the innovative smallcase platform. Investors can benefit from professionally managed portfolios curated by renowned advisors and analysts, leveraging their ...
What is subscription based equity baskets? And who Can invest in this?
Subscription based equity baskets is an innovative portfolio advisory service in the form of smallcases, curated by renowned investment advisors and analysts with proven track records in the financial industry. These smallcases encapsulate the ...
What are the charges applicable for investing in subscription based equity baskets?
This depends on the portfolio that you choose to invest in. For Abakkus Smart FlexiCap, it’s 2.5% per annum charged monthly based on the daily average AUM in the month. ₹3,688 one time charge to start subscription For Alpha Core & Satellite, it’s ...