How often will Scripbox suggest ‘Scripbox Portfolio Audit’ for my portfolio?
We will run this scan at least thrice a year in April, August and December to ensure optimum results. We will let you know if any action is required.
You recommended withdrawal from a fund, but I still see some units of the same fund in my portfolio.
We personalise the recommendation to your portfolio taking into account the total portfolio size and cap the proportion of portfolio which should be withdrawn. This ensures that there are no sudden and dramatic moves. Also, as you know, Portfolio Scan...
What is ‘Scripbox Portfolio Audit’? How does it help me?
Scripbox Portfolio Audit will supercharge your investments by helping you determine which funds to exit, when, and which funds to reinvest in. With this, you get: Personalised fund reviews: Periodic (thrice a year) reviews and continuous monitoring of the funds...
Why does Scripbox always recommend the growth option over the dividend option of a mutual fund?
In the Growth option of a mutual fund, you realise returns only when you sell your units. You don’t receive any payments, interest or dividend in the interm. The NAV grows as the fund performs over time. In the Dividend...
Can I skip a month or change my investment date? Are there any charges to do this?
Yes, you can change your investment date or amount to suit your requirements. You can even skip a month if you need to. There is no cost to you – it’s your money after all. Note: It is always recommended...
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Why does your link your bank account form say 1 lac and 50,000?
The amount specified is the maximum amount and not the specific SIP you are planning at this time. This mechanism allows you to make multiple investments (either lump sum or SIP) without registering a separate bank linking form for each...
Why are we asking for PAN and bank details?
PAN is essential for any kind of financial investment whether the customer is an entity or an individual. This is as per SEBI guidelines. We need your bank account details for 2 things: To verify that the bank account belongs to you. To facilitate...
What is a ‘Link your bank account’ form? Why do you need it?
A 'Link your bank account' form is an authorisation you give your bank, which allows Scripbox to initiate transfer of funds to the mutual fund company in accordance with the investment instructions you place online. This mechanism is used to...
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