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Navigation

  • Customer holding a portfolio & risk profiled
  • Customer holding a portfolio but not risk profiled
  • Customer not holding a portfolio & risk profiled
  • Customer not holding a portfolio but not risk profiled

 

Other Features

  • How to set Triggers
  • How to add & view an External Portfolio
  • Brokerwise Performance Section
  • Top Navigation Menu
  • How to Start an SIP/FIP/STP/SWP
  • How to Stop an SIP/FIP/STP/SWP