Knowledge Base
SEBI
glossary
Tax Deducted at Source (TDS)
glossary
I can’t find the biller “BSE Ltd” or “BSE ISIP” on my bank’s mobile app?
account setup
bank related
autopay mandate
Risk Tolerance
glossary
TER or Total Expense Ratio
glossary
Style Box
glossary
Will future SIP or Lumpsum transactions get imported automatically?
import
portfolio
Systematic Investment Plan (SIP)
glossary
Folio
glossary
Redemption Price
glossary
NRI
glossary
Risk
glossary
What is Tax Harvesting?
tax
Trigger Option
glossary
Annualized Returns XIRR
glossary
Statement of Additional Information or SAI
glossary
Record Date
glossary
Sector Funds
glossary
What is NAV (Net Asset Value)?
general
Will new purchases happen in the existing folios that I import?
import
portfolio
Time Stamp
glossary
What could be issues faced at the time of redemption through an NRE Investment account?
non resident
nre
Portfolio
glossary
Portfolio Rebalancing
glossary
Which Mutual Funds do you support?
general
fund data
Total Return
glossary
Securities
glossary
Spread
glossary
Portfolio Turnover
glossary
Product Label
glossary
Trail Commission
glossary
Performance
glossary
Sharpe Ratio
glossary
Folios not in Consolidated Account Statement (CAS) ?
import
portfolio
Prospectus (or Offer Document)
glossary
Sponsor
glossary
Passively Managed
glossary
Securities Transaction Tax or STT
glossary
What is the eKYC limit?
account setup
Risk/reward Trade-off
glossary
Portfolio Yield
glossary
Top-down Investing
glossary
Principal (or Capital)
glossary
Tracking Error
glossary
Price-earnings ratio (P/E)
glossary
R-squared
glossary
Riskometer
glossary
Rupee Cost Averaging
glossary
RBI
glossary
Treasury bills (T-bills)
glossary
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