Review New Proposal

The New Investment Proposal displays the suggested orders, Risk Analysis of the portfolio, Investment Constraints, Recommended Instruments, and the Segment-Wise data of the assets (if the suggested orders are accepted). Based on your investment objective, the advisor proposes a list of investment proposals that suits your profile.

To view detailed information on your new investment proposal, follow these steps:

On the Investment Proposal section, click Review New Proposal. The Confirm Investment Proposal screen appears.

It displays the following details:

Investment Portfolio Details - Specifies the order proposed details such as Total Order Amount, Order Type, Instrument Name, Current Weight, Target Weight, Order Quantity, Order Amount, and the Investor Documents, if any.
Asset Details - Displays the segments list along with current weight and strategy weight (if the suggested orders are accepted). In addition, the data is displayed in the form of a horizontal graph.
Risk Analysis - Specifies the portfolio's risk information against the investment profile in the form of a graph.
Investment Constraints - Displays the investment constraints list for the investment proposal.
Recommended Instruments - Displays the recommended instrument list for the investment proposal.

Review your new investment proposal and then enable the confirmation check-box.
Click Accept to accept the new investment proposal; else, click Reject. An acknowledgment screen appears. The suggested order is sent to the Wealth FO.

Contact an Advisor

You can view your new investment proposal and contact an Advisor for more information on any particular investment proposal. To contact an advisor, follow the below steps: