Strategies Subscription & Unsubscription

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Introduction

When a Strategy is published on the Marketplace, you can interact with it in multiple ways - subscribe to invest in it, unsubscribe if you no longer wish to invest or promote it to others.

Once a strategy is published:

Clients or Portfolio Managers can subscribe to it to invest cash, respecting the minimum investment amount defined by the Strategy Manager.
Strategy Managers can also subscribe/unsubscribe from the strategy themselves, manage requests on the Requests tab and rebalance portfolios accordingly.
You can Promote your strategy to increase visibility and attract more subscriptions.

Accessing a Published Strategy

Go to the Marketplace.
- Click on the strategy you have published.

🔗 Learn more here on how to Manage Marketplace.

On the strategy page, you will see three main options:
- Subscribe
- Unsubscribe
- Promote

🔗 Learn more here on how to Promote Your Strategy.

Summary of Buttons & Actions:

Button	Takes You To	Action Type	Notes
Subscribe	Product Subscription Order (Buy)	Invest / Buy	Respects minimum investment and portfolio cash
Unsubscribe	Product Unsubscription Order (Sell)	Redeem / Sell	Select amount to redeem
Promote	Product Promotion Page	Visibility / Marketing	Does not affect your investment

Subscribing to a Strategy (Invest / Buy)

When you click on Subscribe button:

The platform opens 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.

The Order is created. Now, find it in Portfolios > Orders tab / Transactions > Orders tab.
Click on the three dots menu to Edit and execute the order further.

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

🔗 Learn more here on how to Execute Order.

Unsubscribing from a Strategy (Redeem / Sell)

When you click Unsubscribe button from Marketplace:

The platform opens Product Unsubscription order form.
Fill in the required fields as shown below 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.
The Order is created. Now, find it in Portfolios > Orders tab / Transactions > Orders tab.
Click on the three dots menu to Edit and execute the order further.

🔗 Learn more here on how to Execute Order.

Now, while executing the order. There are two Unsubscription Types:

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

Detailed Fileds Explained Here:

Field / Section	Definition	What to Fill In
Trade Time*	The date and time when you place the cash transfer out order.	Enter the exact time the trade is executed.
Value Date*	The settlement date for the cash transfer.	Auto-populated based on Trade Time, but you can adjust if needed.
Quantity*	The amount of cash you want to transfer out.	Enter the full transfer amount.
Leaves Quantity	The remaining balance after the transfer.	Auto-filled by the platform.
Description (optional)	A short note to add context or reference for the transfer.	Enter details only if you want to track or clarify the order.

Unsubscribing does not remove your past investment history, it only processes the redemption of your current investment.

Click Submit and then, execute the order.

🔗 Learn more here on how to execute Physical Settlement/Transfer Out Cash.