Step into the world of
Smart Baskets

You can select the IAP Portfolio and go through the details of the Portfolio’s Investment Strategy, risk returns and make an informed decision to invest in the selected portfolio based on your risk and returns objectives. IAP Portfolios go through various research filter according to Investment philosophy and processes, so that you don’t need to worry about making individual investment decisions to achieve your investment goals.

Dividends in any of the underlying constituent stocks in the IAP Portfolio will be created directly to your bank account.

In order to invest in IAP, you need to have an active Trading & Demat account with SMC. Post that, you can follow the simple steps mentioned below to start investing -

• Login to SMC’s Website > from the menu select ‘Investment Advisory Portfolios’ > login using your trading a/c login credentials > select the IAP Portfolio you want to invest in.
• Finish your one time registration with in 4 Simple Steps : KYC Verification, Risk Profiling, Aadhar Based E- Signed Investment Advisory Agreement and E- Mandate.
• Transfer the investment amount to your trading ledger maintained with SMC -> Invest now -> Confirm Advisory fees payment -> Review & Place order as per the advisory generated in a Single Click.
• Monitor your investments and Rebalance, Top up, or Exit (partially or fully ) as per your requirement.

The investor has to pay the advisory fees to the RIA (Registered Investment Advisor), for investing in Investment Advisory Portfolios. There are no other costs charged by the RIA.

In case you have any query regarding your advisory then you can send a mail to smciap@smcindiaonline.com, smc.care@smcindiaonline.com.

Currently, you can invest or approve rebalancing or top- up, withdraw partially, fully, only during market hours. However, the system allows the user to request even during off- market hours but the same is reflected in alert sections as ‘pending orders’ the next trading day which you can execute during market hours.

• Go to SMC’s website and log in with your trading a/c id and select ‘My Investments’ from Menu.
• Under ‘My Investments’ you will be able to see the summary of your investments in different IAP. Click on the portfolio card for details.
• On clicking, you will be directed to the detailed page of the invested Portfolio. Here, you can view the complete details of your invested IAP portfolio like ‘Portfolio Overview’ Portfolio wise break –up’ ‘Activity summary’ ‘Order Book’, and Rebalance’.

You can see all the orders executed by you through the Broker during the day through the ‘My Investments Section’ -> Select Invested Portfolio -> ‘Order Book’ Similarly, there is an ‘Alerts’ Menu Section that consolidates all the pending alerts (and shortage of Stocks and Ledger alerts & Rebalancing alerts) to ensure you are actively informed about the deviation in your invested portfolio and our advisory & research view. The client can review the same and take action. Please Note: The process may vary for different Brokers so request you to please contact your Broker or the team for assistance.

The client will receive an email whenever a rebalance alert is generated by Research in their invested portfolio on their registered email Id with the RIA. Then the client can log into SMC’s website or mobile app to view the alerts generated in the portfolio and execute or reject the same during market hours.