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.
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...
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...
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.
Will I still be able to download my tax statement?
Yes, your tax statements will still be available in ‘Statements > Tax Statements’.
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Where can I find my tax saver plans?
All tax saver plans have been clubbed under Core Mutual Fund Portfolio.
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.
Will I still have relationship managers to assist us?
You can opt for an RM if you have invested >25L through Scripbox.