READY TO INVEST PORTFOLIOS

1. Select the desired product 2. Select mode of investment (Lump sum/SIP) 3. Select Subscription or Profit Sharing model (Subscription model only for Lumpsum) 4. Fill the risk profiler 5. Accept Terms & Conditions 6. Enter Investment amount & Proceed 7. Portfolio will be generated in few minutes 8. Accept the orders generated for the portfolio

You will have a choice whether to accept orders or not. However, it is applicable for entire order that is generated. You cannot reject specific stocks.

It does not matter as long as the stock has the advice, you will continue receiving the orders till you approve them. However, rest assured that any given day, you will have the best recommendation.

There is no minimum period for SIP, you can stop an SIP anytime.

1. Email – A link is sent in the email, just click the link and orders will be approved 2. SMS - A link is sent on SMS, just click the link and orders will be approved 3. MO Investor App Notification – Click on Accept and orders will be approved 4. MO Investor Web – Login and Accept the order and orders will be approved 5. Automated IVR call – Select 1 on your dial pad and orders will be approved 6. Call your Advisor – Your Advisor will generate OTP, share it with him and orders will be approved 7. Gmail Auto reply – In case you have a gmail account, you can set an auto response for every order confirmation email

Yes you can, Subscription fee is a fixed fee charged every year. Subscription fee is 2% of initial investment amount.

You can approve your orders through SMS/Email/Mobile App Notifications/Web Login/Automated voice call. In case there is any difficulty you can approve your orders through your advisor by generating a OTP.

Yes you can, however selling orders will be executed only if you move the stocks from non POA to POA.

IAP products tracks the stocks and not its prices. If the systems identifies that a stock is not good to be held in the portfolio, irrespective of the price, exit recommendation will be given.