No, this is not possible. Though moving money is definitely possible - it’s moving the funds themselves which is not possible. This is because, we are unable to track purchase dates and other information for existing holdings and this breaks...

Here are the steps to transfer your investments from your existing distributor to Scripbox. Create a Scripbox accountIf you don't have your Scripbox account, request you to create your Scripbox account. Once it is ready we will verify & activate your...

If you are located in Bangalore, you can call us to request a pickup of your signed KYC form, PAN copy and address proof copy. If you are located elsewhere, we do not have a pickup service at this time....

No, if India has signed the avoidance of Double Taxation Avoidance Agreement treaty (DTAA) with the respective country. India has signed this treaty with the US & Canada, so any tax paid in India can be claimed as relief in...

Mutual fund schemes are selected by our rules-based methodology that takes into account the consistency of historical performance as well as some threshold criteria. We call this Index Based Investment Solutions (IBIS). Our recommended portfolio is technically an index of...

Systematic Transfer Plan (STP) is a plan which will help you transfer your investments every month from one fund to another. So that the risk related to your investments could be managed well.  Examples:  Scenario 1: You could lower your...

The review of the funds will be done annually.  The review frequency was tested by our research team. One-year review has adequate data to give the best recommendations. It is also in line with what most experts suggest - review...

Different methodologies are used by different agencies. There are many equally credible service providers such as MoneyControl, CRISIL, Value Research and MorningStar – and then there is Scripbox which goes beyond just rating and actually picks a portfolio for you....