The Portfolio Bucket is a unique feature that helps devise a customized portfolio for clients in just a few clicks.
How to add a recommended portfolio bucket?
Step 1
Select the client and click on Cart on the client's panel.
Step 2
On the cart, select Add funds and click on Add Bucket.
Once after clicking "Add Bucket" the following schemes will appear to select.
Step 3
The portfolio bucket can be selected from the recommended bucket list our research team has prepared. You can also create a new Portfolio Bucket for your clients based on goals, risk appetite, and investment duration.
For adding a Recommended Portfolio Bucket click on Apply & proceed to create the cart.
Step 4
Enter the details such as the Auto-debit date, Installment Count, and Portfolio Amount. Once the portfolio amount is added it will automatically allocate the amount to the respective schemes. Click on Submit to proceed further.
Step 5
Once the schemes are added to the Cart, the client can be notified to complete the payment.
