What are Vests and how is it different from stocks?
Vests are custom and curated portfolios that comprise stocks
and/or ETFs. Vests are constructed with different goals or themes in mind. Some
Vests are built to enable investors to invest into diversified core assets that
balance performance and downside protection, while other Vests are theme based,
enabling investors to narrowly focus their investments on specific industries
or core themes.
What is smallcase? How are they different from Mutual Funds?
Smallcases are a new way to invest in stocks. A smallcase is an intelligently weighted basket of upto 50 stocks that reflects a theme, idea or strategy. Smallcases are centred around: A trending market theme like rising rural demand or A financial ...
Can I exit from smallcase and sell my stocks?
Whole Exit If you want to completely exit your smallcase position, you can do so by going to the Investments page > clicking on the smallcase you wish to exit > click on the Exit button After the exit smallcase pop-up opens up, you would need to ...
When do stocks get added or removed from current list? How frequent are the changes?
Stocks are added to the current trade list based on their fundamental and technical strength, using the CANSLIM methodology and other technical analysis. While many stocks may qualify our CANSLIM criteria, they are added to the Model Portfolio when ...
Can I get advisory and help to choose which stock to buy?
We provide algorithmic recommendations, based on your risk profile, risk adverseness and time horizon. We also provide informational materials to help you better make investment decisions. Also, we have advisory portfolios - Vests. Vests are custom ...
Can collateral be only in the forms of MTF approved stocks?
Yes, Collateral can be in the form of approved stocks. It can also be mix of cash and collateral. Client can pay us the margin in the form of cash/ collateral in any form. Suppose if margin requirement is Rs. 10000, client can pay us partial i.e. Rs ...