Most of us have that one go-to person in the family for all financial decision making. Now, you can add them as a Manager to your Kuvera account. Your Kuvera account will then become a Managed Account. And the Manager will then have access to your portfolio and can guide you.
- Manager cannot view sensitive information such as your bank account details
- Manager can view your portfolio, transaction history, transaction reports and any other analytics relating to your portfolio
- Manager can initiate a transaction on your behalf with proper authorization from you. Any transaction initiated, on your behalf, by the Manager, has to be approved by you with an OTP sent on your Login ID.
You will continue to have same access to your account in the same way that you always did.
