How many nominees can be added in the new journey?

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• What is the new Client Account Opening Journey?

  The new Client Account Opening Journey is a fully digital onboarding process designed for KRA-compliant clients. It simplifies the account opening process and enhances the user experience

• How many stocks can be added to any Watchlist?

  You can add upto 50 stocks per Watchlist. There are a total 5 customizable Watchlists, each can hold 50 stocks. i.e you can keep track of a total of 250 stocks.

• Rebalancing’ basket with new stocks, while removing old stocks?

  The basket is regularly reviewed and cross checked with the model criteria of the broker or advisor who created the Grobox basket. The stocks that no longer fit the criteria may be removed and new stocks that do fit the criteria added. It is upto the ...

• Client can delete the added Target Beneficiary Demat Accounts ?

  Yes, Clients will also be provided an option to ‘Delete’ the already added ‘Beneficiary’ account(s) by submitting the request letter .

• What are the key features of the new onboarding process?

  • Digital Onboarding: Clients can be onboarded completely digitally if they select the Digital Journey. No signature upload is required if the bank account is verified through a penny drop. • Physical Journey: If the client selects the Physical ...