Scripbox

index funds

Why should large cap equity funds form part of your core portfolio?

Learn why large cap funds should form a key part of your core portfolio. This is essential for a certain degree of stability in your wealth.

No-Image

Why have recommendations been disabled for me?

Of the 43 mutual fund companies, only 3 now permit online investing by US/Canada NRIs. This reduces the universe of options and severely impacts the ability of our algorithms to make the right recommendations. As we are not able to...

No-Image

Will I still be able to see my Investment journey in MyWealth?

Yes, your investment journey will be shown as a consolidation of all plans that you have invested in. Please note Core Mutual Fund Portfolio is a consolidation of the following plans - Long term wealth, Tax saver plan, Core mutual...

No-Image

Why is my XIRR different from what it was before?  

Due to consolidation of different plans, XIRR has been updated according to the new consolidated plan. XIRR at a mutual fund level will still be specific to that particular folio.

No-Image

Will I still be able to download my tax statement?

Yes, your tax statements will still be available in ‘Statements > Tax Statements’.

Practical Insights For Wealth Creation


Our weekly finance newsletter with insights you can use

Your privacy is important to us

No-Image

Where can I find my tax saver plans?

All tax saver plans have been clubbed under Core Mutual Fund Portfolio.

No-Image

Will I be able to add family members with a different residency status?

Yes, there will be no change in the process for adding family members.

No-Image

Will I still have relationship managers to assist us?

You can opt for an RM if you have invested >25L through Scripbox.