Client Marketplace

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Introduction

The Marketplace on the platform is a dynamic space where you can explore, compare, and access a wide range of investment products, including Strategies, Recommendations and other instruments. From this tab, you can subscribe to a strategy to invest or unsubscribe to redeem your investment, following the investment amount and terms defined by your Strategy Manager.

Marketplace is permission-based feature. Please check with your Manager for availability.

Key Terminologies

Term (A–Z)	Definition
Allocation	The amount or percentage of an asset assigned to a Model Portfolio.
Execution	The process of applying a Model Portfolio to a specific client portfolio.
Holding	The assets included in a Model Portfolio, along with their respective allocation ratios.
Marketplace	The section that displays all published investment products available on the platform.
Product	An investment idea presented as a Strategy or Recommendation, managed by professional investment managers.
Projection	A forecast estimating how a strategy’s holdings may perform in the future based on current market trends.
Recommendation	Guidance suggesting one or more instruments, often including insights on their current or expected value.
Strategy	A structured investment plan designed by professionals to help investors reach their goals through a curated basket of assets.

👉 New to some terms? Check out our full Platform Glossary for more.

View Marketplace on Client Portal

Navigate to the Marketplace tab from your dashboard.
Browse through the list of available Strategies and Recommendations.

Review key details such as performance trends, minimum investment amount and allocation structure.

Choose the product you wish to Subscribe or Unsubscribe to.

Manage Marketplace

You can invest in a selected Strategy by subscribing to it or redeem your investment by unsubscribing from it.

Click Subscribe to open the Product Subscription order form.

Detailed Fields Table Here:

Field / Section	Description
Portfolio*	Select the portfolio to invest from.
Bank Account*	Choose the bank account from which funds will be used.
Order Initiator*	Who is creating the order.
Product*	Choose the strategy you are subscribing to. If you clicked Subscribe in Marketplace, this will be auto-filled.
Investment / Starting Amount / Monthly Investment	Drag/set to the amount you wish to invest. Use the Calculator if you are unsure.
Years	Set the investment horizon.
From Available	Shows how much cash is available in the selected bank account.
Estimated	Total amount of investment done for this order.

Click Buy to confirm the investment to create a Buy order for the strategy.
A pop up appears, here reconfirm to Create or Close to cancel.

Once the order is created, go to Transactions > Orders tab to view it.
Click the three dots menu to Edit or Execute the order further.

The order is executed according to your portfolio and bank account settings.

🔗 Learn here on how to execute the order.

Unsubscribe

Click Unsubscribe to open the Product Unsubscription order form.
Fill in the required fields as shown in the table.

Detailed Fields Table Here:

Field / Section	Description
Portfolio*	Select the portfolio from which you want to redeem the investment.
Bank Account*	Choose the bank account where the redeemed funds will be transferred.
Order Initiator*	The person creating the order.
Product*	Select the strategy you are unsubscribing from. If you clicked Unsubscribe in Marketplace, this will be auto-filled.
Physical Settlement	Indicates whether the redemption will be settled physically. Default = Disabled, because product strategies are usually redeemed in cash (via virtual security + cash flow transaction). Enabled only in special cases where the company has configured the product to allow physical transfer of assets on redemption.
Withdrawal Amount	Set the amount you wish to redeem. You can use the slider.
Estimated	Displays the total redemption value for this order.

Confirm the action to create a Sell order.
Once created, find the order under Transactions > Orders tab.
Click the three dots menu to Edit or Execute the order further.

🔗 Learn here on how to execute the order.

Unsubscription Types

You may encounter two unsubscription types while executing:

A. Physical Settlement

Detailed Fileds Explained Here:

Field / Section	Definition	What to Fill In
Trade Time*	The date and time when you place the unsubscription order.	Enter the exact time the trade is executed.
Value Date*	The settlement date for the unsubscription.	Auto-populated based on Trade Time, but you can adjust if needed.
Description (optional)	A short note to add context or reference for the unsubscription.	Enter details only if you want to track or clarify the order.

B. Transfer Out Cash