Portfolio restructuring tool analyses your portfolio and gives personalised portfolio insights and recommendations. It presents an opportunity to maximise returns by ensuring your portfolio consists of good quality stocks and schemes.
Yes. Users have an option to remove the asset class they do not wish to restructure.
Yes. Option to execute recommendations is also available in the report. An OTP will be sent on client's registered mobile number, only on successful authentication the orders are placed for execution.
Yes, stock by stock recommendations are available in the report. These recommendations are also accompanied with the rationale behind the action recommended for that stock.
Equity orders once placed are sent to the exchange for order matching. If any of your orders are unmatched then you may cancel them through Order Book. In case of Mutual Funds, you can cancel the orders placed before the respective scheme's cut off time.
Portfolio Restructuring tool can be accessed through MO Investor App and Web.