Portfolio Opening Process

The Portfolio Opening Process section provides you with a structured guide on how to create, configure and manage several types of portfolios on the platform. Whether you are setting up a new portfolio, linking bank accounts or consolidating multiple portfolios. This section is designed to ensure that you can efficiently set up, customize and manage their portfolios while maintaining compliance with platform requirements.

What You’ll Learn

• Portfolio Creation Guide – Guidelines for setting up a portfolio tailored to specific investment strategies.

• Bank Account Opening Process – How to link and manage bank accounts for seamless transactions.

• Mandate Opening Process – Setting up mandates to define portfolio management rules.

• Manual & Virtual Portfolio Creation – Learn how to manually create portfolios or set up virtual ones for existing accounts.

• Consolidated Portfolio Setup – How to merge multiple portfolios for a unified view of investments.